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
|
---|---|---|---|---|---|---|
WS Prudential Risk Managed Active 4 P Income | GBP Allocation 60-80% Equity | No | No | 0.61 | ||
WS Prudential Risk Managed Active 3 P Accumulation | GBP Allocation 40-60% Equity | No | No | 0.6 | ||
WS Canlife Portfolio III Fund C Accumulation | GBP Allocation 20-40% Equity | No | No | 0.72 | ||
VT EPIC Multi Asset Growth Fund IA Acc | GBP Allocation 80%+ Equity | No | No | 1.05 | ||
WS Canlife Portfolio VII Fund C Accumulation | GBP Allocation 80%+ Equity | No | No | 0.8 | ||
Schroder Global Cities Real Estate L Accumulation GBP | Property - Indirect Global | No | Yes | 0.82 | ||
Schroder US Mid Cap Fund L Income GBP | US Mid-Cap Equity | No | No | 0.83 | ||
WS Canlife Portfolio V Fund C Accumulation | GBP Allocation 60-80% Equity | No | No | 0.7 | ||
CT MM Lifestyle 3 Fund B Acc | GBP Allocation 20-40% Equity | No | Yes | 0.97 | ||
Fidelity MoneyBuilder Dividend Fund A Acc | UK Equity Income | No | No | 1.17 | ||
WS Canlife Portfolio III Fund C Income | GBP Allocation 20-40% Equity | No | No | 0.72 | ||
Legal & General Multi-Index 5 Fund C Class Accumulation | GBP Allocation 40-60% Equity | No | No | 0.24 | ||
Legal & General Multi-Index 5 Fund C Class Distribution | GBP Allocation 40-60% Equity | No | No | 0.24 | ||
CT MM Lifestyle 3 Fund B Inc | GBP Allocation 20-40% Equity | No | Yes | 0.97 | ||
HSBC Balanced Acc C | GBP Allocation 60-80% Equity | No | No | 0.69 | ||
Fidelity Index Europe ex UK P Accumulation | Europe ex-UK Equity | No | No | 0.1 | ||
Waverton Sterling Bond Fund P GBP Income | Global Flexible Bond - GBP Hedged | No | — | 0.49 | ||
Fidelity Index Japan P Accumulation | Japan Large-Cap Equity | No | No | 0.1 | ||
Fidelity UK Opportunities Fund W Income | UK Flex-Cap Equity | No | No | 0.67 | ||
Pictet-Family I GBP | Global Large-Cap Growth Equity | No | Yes | 1.06 | ||