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
|
---|---|---|---|---|---|---|
HSBC Global Investment Funds - Global Equity Climate Change EC | Sector Equity Ecology | Yes | Yes | 2.35 | ||
CB Save Earth Fund IC | Sector Equity Ecology | Yes | Yes | 0.97 | ||
Invesco Funds - Invesco Energy Transition Fund Class C (EUR hedged) accumulation - EUR | Other Equity | Yes | Yes | 0.9 | ||
Invesco Funds - Invesco Energy Transition Fund Class A (EUR hedged) accumulation - EUR | Other Equity | Yes | Yes | 1.35 | ||
Swisscanto (LU) Equity Fund Sustainable Emerging Markets AT | Global Emerging Markets Equity | Yes | Yes | 2.05 | ||
Pictet-Health HI EUR | Other Equity | Yes | Yes | 1.17 | ||
Swisscanto (LU) Equity Fund Sustainable Emerging Markets DT | Global Emerging Markets Equity | Yes | Yes | 0.96 | ||
Pictet-Timber I USD | Sector Equity Natural Resources | Yes | No | 1.11 | ||
Pictet-Timber HP EUR | Other Equity | Yes | No | 2.05 | ||
Pictet-Timber P USD | Sector Equity Natural Resources | Yes | No | 2 | ||
Goldman Sachs Global Equity Impact Opportunities - P Dis EUR | Global Large-Cap Growth Equity | Yes | Yes | 1.8 | ||
Pictet-Timber I EUR | Sector Equity Natural Resources | Yes | No | 1.11 | ||
AXA World Funds - Framlington Sustainable Eurozone I Capitalisation EUR | Eurozone Large-Cap Equity | Yes | No | 0.78 | ||
Pictet-Timber R EUR | Sector Equity Natural Resources | Yes | No | 2.71 | ||
Pictet-Timber P EUR | Sector Equity Natural Resources | Yes | No | 2 | ||
AXA World Funds - ACT Human Capital I Distribution EUR | Europe Mid-Cap Equity | Yes | Yes | 0.89 | ||
Pictet-Clean Energy Transition I EUR | Sector Equity Alternative Energy | Yes | No | 1.1 | ||
Pictet-Timber R USD | Sector Equity Natural Resources | Yes | No | 2.71 | ||
UBS (LUX) Equity Fund - US Sustainable (USD) Q-acc | US Large-Cap Blend Equity | Yes | Yes | 1.07 | ||
Guinness Sustainable Energy D EUR Accumulation | Sector Equity Alternative Energy | Yes | No | 1.38 | ||