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
|
---|---|---|---|---|---|---|
7IM Balanced Fund B Acc | GBP Allocation 40-60% Equity | No | No | 1.53 | ||
Allianz Total Return Asian Equity A Acc | Asia ex-Japan Equity | No | Yes | 1.87 | ||
CT Select UK Equity Income Fund 1 Acc | UK Equity Income | No | No | 1.64 | ||
Fidelity Investment Funds IX - Fidelity America Fund W-ACC | US Large-Cap Blend Equity | No | No | 0.88 | ||
BlackRock UK Fund A Inc | UK Large-Cap Equity | No | No | 1.65 | ||
Margetts Select Strategy Acc | GBP Allocation 60-80% Equity | No | No | 2 | ||
IFSL Bowland Fund Class A | UK Flex-Cap Equity | No | Yes | 0.8 | ||
WS T. Bailey Global Thematic Equity A Accumulation | Global Flex-Cap Equity | No | Yes | 1.31 | ||
Fidelity Funds - Global Focus Fund A-DIST-GBP | Global Large-Cap Blend Equity | No | No | 1.91 | ||
Janus Henderson Japan Opportunities Fund A Acc | Japan Large-Cap Equity | No | No | 1.74 | ||
MFS Meridian Funds - European Research Fund A1 EUR | Europe Large-Cap Blend Equity | No | No | 1.91 | ||
Scottish Widows UK Tracker Fund A Inc | UK Large-Cap Equity | No | No | 0.6 | ||
M&G Equities Investment Fund for Charities (Charifund) Sterling Inc | UK Equity Income | No | No | 0.55 | ||
7IM Balanced Fund A Acc | GBP Allocation 40-60% Equity | No | No | 1.78 | ||
J O Hambro Capital Management Continental European EUR B Inc | Europe ex-UK Equity | No | Yes | 1.34 | ||
The Emerging World Fund Retail A Acc | Global Emerging Markets Equity | No | No | 1.82 | ||
CT (Lux) Global Convertible Bond Fund A Inc EUR | Convertible Bond - Global | No | Yes | 1.44 | ||
Legal & General US Index Trust R Class Accumulation | US Large-Cap Blend Equity | No | No | 0.48 | ||
Franklin U.S. Low Duration Fund A(Mdis)USD | USD Diversified Bond - Short Term | No | No | 1.15 | ||
Fidelity Investment Funds IX - Fidelity Index-Linked Bond Fund I-INC | GBP Inflation-Linked Bond | No | — | 0.31 | ||