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
|
---|---|---|---|---|---|---|
VT Cape Wrath Focus Fund GBP B Net Accumulation | UK Small-Cap Equity | No | — | 0.81 | ||
VT Cape Wrath Focus Fund GBP A Net Accumulation | UK Small-Cap Equity | No | — | 0.36 | ||
Capital Group New World Fund (LUX) C JPY | Global Emerging Markets Equity | No | No | 0.15 | ||
Capital Group New World Fund (LUX) C GBP | Global Emerging Markets Equity | No | No | 0.15 | ||
Capital Group New World Fund (LUX) C CHF | Global Emerging Markets Equity | No | No | 0.15 | ||
Capital Group New World Fund (LUX) C EUR | Global Emerging Markets Equity | No | No | 0.15 | ||
Lazard Convertible Global PC USD | Convertible Bond - Global | No | No | 1.08 | ||
Wellington Global Opportunities Equity Fund USD T Ac | Global Large-Cap Growth Equity | No | No | 0.14 | ||
Credit Suisse Index Fund (Lux) - CSIF (Lux) Bond Aggregate EUR QB EUR | EUR Diversified Bond | No | No | 0.17 | ||
DWS Invest Short Duration Credit ID | EUR Corporate Bond - Short Term | No | No | 0.29 | ||
Latitude Horizon Fund EUR Acc | EUR Flexible Allocation - Global | No | No | 1.18 | ||
Latitude Horizon Fund USD Acc | USD Flexible Allocation | No | No | 1.18 | ||
Capital Group New World Fund (LUX) C | Global Emerging Markets Equity | No | No | 0.15 | ||
Capital Group New World Fund (LUX) Cadh-AUD | Other Equity | No | No | 0.1 | ||
Latitude Horizon Fund USD Inc | USD Flexible Allocation | No | No | 1.18 | ||
PrivilEdge Baird US Short Duration Bond P USD UH Cap | USD Diversified Bond - Short Term | No | — | 1.28 | ||
abrdn European Smaller Companies Fund K Acc | Europe Small-Cap Equity | No | Yes | 0.78 | ||
Lazard Convertible Global PC H-CHF | Convertible Bond - Global, CHF Hedged | No | No | 1.18 | ||
abrdn UK Mid-Cap Equity Fund K Acc | UK Mid-Cap Equity | No | Yes | 0.64 | ||
PGIM Jennison Emerging Markets Equity Fund USD I Accumulation | Global Emerging Markets Equity | No | Yes | 0.95 | ||