Sustainable Investment Funds

Morningstar defines a strategy as a “Sustainable Investment” if it is described as focusing on sustainability, impact, or environmental, social, and governance (ESG) factors in its prospectus or other regulatory filings. This classification does not measure how Morningstar rates the effectiveness of the fund’s sustainable strategy. Instead, it reflects the fund’s stated objectives.

Use this screener tool to find funds that meet your ESG criteria.

Fund Name
Morningstar Category
Sustainable Investment
Sustainability Rating
Low Carbon
Ongoing Charges %
Morningstar Rating for Funds
IFSL Marlborough European Special Situations P Inc Europe ex-UK Small/Mid-Cap Equity No Yes 0.8
Goldman Sachs Japan Equity Portfolio R Inc GBP Snap Japan Large-Cap Equity No No 0.82
BNY Mellon Emerging Markets Debt Local Currency Fund Sterling W Inc Global Emerging Markets Bond - Local Currency No No 0.91
Goldman Sachs Sterling Credit Portfolio R Acc GBP GBP Corporate Bond No No 0.65
Goldman Sachs Sterling Credit Portfolio R Inc GBP GBP Corporate Bond No No 0.65
IFSL RC Brown UK Primary Opportunities Fund Class P Inc UK Flex-Cap Equity No No 0.86
IFSL Marlborough Cautious Fund Class P Inc GBP Allocation 40-60% Equity No No 1.33
Fidelity Investment Funds IV - Fidelity Allocator World Fund W Accumulation Global Large-Cap Blend Equity No No 0.2
IFSL Marlborough Global Fund Class P Acc Global Large-Cap Blend Equity No No 1.26
MGTS Future Money Income R Acc GBP Allocation 40-60% Equity No No 1.52
McInroy & Wood Smaller Companies Fund Inc Global Small/Mid-Cap Equity No No 1.14
WAY Global Momentum Fund E Inc GBP Flexible Allocation No No 1.72
MGTS AFH Tactical Core Fund R Income GBP Flexible Allocation No No 0.83
Quilter Investors Cirilium Moderate Passive Portfolio R (GBP) Accumulation GBP Allocation 60-80% Equity No No 0.36
WAY MA Cautious Portfolio E Inc GBP Allocation 40-60% Equity No No 1.79
MGTS Future Money Real Value R Acc GBP Allocation 20-40% Equity No No 1.11
WAY Flexible Global Growth Portfolio Fund E Inc GBP Allocation 60-80% Equity No No 1.68
MGTS AFH Tactical Core Fund R Accumulation GBP Flexible Allocation No No 0.83
Margetts Providence Strategy Fund R GBP In GBP Allocation 40-60% Equity No No 1.22
Quilter Investors Cirilium Conservative Passive Portfolio R (GBP) Accumulation GBP Allocation 20-40% Equity No No 0.38
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