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
|
---|---|---|---|---|---|---|
UBS Investment Funds 1 - UBS (Lux) Credit Income Fund UA USD | Global Flexible Bond - USD Hedged | No | No | 0.88 | ||
Wellington Opportunistic Fixed Income Fund USD N Ac | Global Flexible Bond - USD Hedged | No | No | 0.72 | ||
Wellington Opportunistic Fixed Income Fund USD D Ac | Global Flexible Bond - USD Hedged | No | No | 1.22 | ||
Barclays Multi-Asset Balanced Fund R Inc GBP | GBP Allocation 40-60% Equity | No | Yes | 1.49 | ||
Wellington Opportunistic Fixed Income Fund USD S Ac | Global Flexible Bond - USD Hedged | No | No | 0.62 | ||
Barclays Multi-Asset Balanced Fund B Inc GBP | GBP Allocation 40-60% Equity | No | Yes | 2.04 | ||
Barclays Multi-Asset Balanced Fund R Acc GBP | GBP Allocation 40-60% Equity | No | Yes | 1.49 | ||
Barclays Multi-Asset Cautious Fund B Acc GBP | GBP Allocation 40-60% Equity | No | Yes | 1.91 | ||
Barclays Multi-Asset Growth Fund R Inc GBP | GBP Allocation 80%+ Equity | No | Yes | 1.52 | ||
Barclays Multi-Asset Cautious Fund B Inc GBP | GBP Allocation 40-60% Equity | No | Yes | 1.91 | ||
Barclays Multi-Asset Growth Fund R Acc GBP | GBP Allocation 80%+ Equity | No | Yes | 1.52 | ||
Barclays Multi-Asset Growth Fund B Inc GBP | GBP Allocation 80%+ Equity | No | Yes | 2.07 | ||
Barclays Multi-Asset Adventurous Growth Fund R Acc GBP | GBP Allocation 80%+ Equity | No | Yes | 1.58 | ||
Barclays Multi-Asset Growth Fund B Acc GBP | GBP Allocation 80%+ Equity | No | Yes | 2.07 | ||
Barclays Multi-Asset Adventurous Growth Fund R Inc GBP | GBP Allocation 80%+ Equity | No | Yes | 1.58 | ||
Barclays Multi-Asset Balanced Fund B Acc GBP | GBP Allocation 40-60% Equity | No | Yes | 2.04 | ||
Barclays Multi-Asset Cautious Fund R Inc GBP | GBP Allocation 40-60% Equity | No | Yes | 1.46 | ||
Amundi Funds - Emerging Markets Bond R2 EUR Hgd (C) | Global Emerging Markets Bond - EUR Biased | No | No | 0.85 | ||
Barclays Multi-Asset Adventurous Growth Fund B Inc GBP | GBP Allocation 80%+ Equity | No | Yes | 2.13 | ||
Barclays Multi-Asset Adventurous Growth Fund B Acc GBP | GBP Allocation 80%+ Equity | No | Yes | 2.13 | ||