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
|
---|---|---|---|---|---|---|
Schroder Global Cities Real Estate L Income GBP | Property - Indirect Global | No | Yes | 0.82 | ||
Schroder Income Fund L Income GBP | UK Equity Income | No | No | 0.81 | ||
J O Hambro Capital Management Continental European Y GBP Inc | Europe ex-UK Equity | No | Yes | 0.7 | ||
Schroder Recovery Fund L Income GBP | UK Flex-Cap Equity | No | No | 0.84 | ||
J O Hambro Capital Management UK Dynamic Fund Y GBP Inc | UK Flex-Cap Equity | No | No | 0.68 | ||
WS Canlife UK Equity Fund C Accumulation | UK Large-Cap Equity | No | No | 0.8 | ||
Schroder Income Fund L Accumulation GBP | UK Equity Income | No | No | 0.81 | ||
Schroder Income Maximiser L Accumulation GBP | UK Equity Income | No | No | 0.84 | ||
VT EPIC Multi Asset Growth Fund R Acc | GBP Allocation 80%+ Equity | No | No | 1.05 | ||
VT EPIC Multi Asset Growth Fund A Acc | GBP Allocation 80%+ Equity | No | No | 1.05 | ||
VT EPIC Multi Asset Growth Fund A Inc | GBP Allocation 80%+ Equity | No | No | 1.05 | ||
Fidelity UK Select W Acc | UK Large-Cap Equity | No | No | 0.81 | ||
MGTS Future Money Real Growth R Inc | GBP Allocation 40-60% Equity | No | No | 1.31 | ||
WS Prudential Risk Managed Active 3 P Income | GBP Allocation 40-60% Equity | No | No | 0.63 | ||
MGTS Future Money Real Value R Inc | GBP Allocation 20-40% Equity | No | No | 1.11 | ||
WS Canlife Portfolio VI Fund C Accumulation | GBP Allocation 60-80% Equity | No | No | 0.73 | ||
VT EPIC Multi Asset Growth Fund R Inc | GBP Allocation 80%+ Equity | No | No | 1.05 | ||
WS Canlife Portfolio IV Fund C Income | GBP Allocation 40-60% Equity | No | No | 0.68 | ||
WS Canlife Portfolio IV Fund C Accumulation | GBP Allocation 40-60% Equity | No | No | 0.68 | ||
WS Prudential Risk Managed Active 4 P Accumulation | GBP Allocation 60-80% Equity | No | No | 0.63 | ||