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
|
---|---|---|---|---|---|---|
Invesco Funds - Invesco Energy Transition Fund Class A annual distribution - USD | Sector Equity Alternative Energy | Yes | Yes | 1.35 | ||
CT (Lux) Responsible Global Equity Fund A Inc USD | Global Large-Cap Growth Equity | Yes | Yes | 1.73 | ||
BlackRock Global Funds - ESG Multi-Asset Fund A2 USD Hedged | USD Moderate Allocation | Yes | Yes | 1.42 | ||
Climate Assets Balanced Fund C GBP Income | GBP Allocation 60-80% Equity | Yes | Yes | 0.88 | ||
Climate Assets Balanced Fund C GBP Accumulation | GBP Allocation 60-80% Equity | Yes | Yes | 0.88 | ||
Pictet - SmartCity I EUR | Global Large-Cap Blend Equity | Yes | Yes | 1.1 | ||
Pictet - SmartCity I USD | Global Large-Cap Blend Equity | Yes | Yes | 1.1 | ||
Pictet - SmartCity P USD | Global Large-Cap Blend Equity | Yes | Yes | 1.97 | ||
Pictet - SmartCity P dy EUR | Global Large-Cap Blend Equity | Yes | Yes | 1.97 | ||
Pictet - SmartCity R dy EUR | Global Large-Cap Blend Equity | Yes | Yes | 2.68 | ||
Pictet - SmartCity P EUR | Global Large-Cap Blend Equity | Yes | Yes | 1.97 | ||
Pictet - SmartCity R EUR | Global Large-Cap Blend Equity | Yes | Yes | 2.68 | ||
Pictet - SmartCity P dy USD | Global Large-Cap Blend Equity | Yes | Yes | 1.97 | ||
KBI Funds ICAV - KBI Global Energy Transition Fund Class A EUR | Sector Equity Alternative Energy | Yes | No | 0.15 | ||
Pictet - SmartCity R USD | Global Large-Cap Blend Equity | Yes | Yes | 2.68 | ||
Pictet - SmartCity R dy USD | Global Large-Cap Blend Equity | Yes | Yes | 2.68 | ||
abrdn SICAV I - European Sustainable Equity Fund S Acc EUR | Europe Large-Cap Growth Equity | Yes | Yes | 2.08 | ||
LGT Funds SICAV - LGT Sustainable Bond Fund Global (EUR) A | Global Bond | Yes | Yes | 1.12 | ||
BANOR SICAV Mistral Long Short Equity R EUR Acc | Long/Short Equity - Other | Yes | No | 2.79 | ||
Banor Sicav – Mistral Long Short Equity I EUR Acc | Long/Short Equity - Other | Yes | No | 1.94 | ||