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
|
---|---|---|---|---|---|---|
Smith & Williamson Sylvan Alder Invest | Other Allocation | No | No | 0.73 | ||
CCLA CBF Church of England Global Equity Acc | Global Large-Cap Growth Equity | No | Yes | |||
Jupiter Asia Pacific Income Fund I USD Acc | Asia-Pacific ex-Japan Equity Income | No | No | 1.2 | ||
Thesis Lockerley Inc | GBP Allocation 80%+ Equity | No | Yes | 1.54 | ||
DPAM B - Equities Euroland F Cap | Eurozone Large-Cap Equity | No | No | 0.92 | ||
LO Funds - Generation Global (CHF) NA | Global Large-Cap Growth Equity | No | Yes | 1.25 | ||
LO Funds - Generation Global (CHF) SA | Global Large-Cap Growth Equity | No | Yes | 0.1 | ||
LO Funds - Generation Global (USD) PA | Global Large-Cap Growth Equity | No | Yes | 1.85 | ||
LO Funds - Generation Global (USD) NA | Global Large-Cap Growth Equity | No | Yes | 1.25 | ||
BNY Mellon Asian Income Fund X Income | Asia-Pacific ex-Japan Equity Income | No | Yes | 0.09 | ||
Pictet-Security Z USD | Global Flex-Cap Equity | No | Yes | 0.1 | ||
LO Funds - Generation Global (USD) PD | Global Large-Cap Growth Equity | No | Yes | 1.85 | ||
LO Funds - Generation Global (EUR) PA | Global Large-Cap Growth Equity | No | Yes | 1.85 | ||
LO Funds - Generation Global (EUR) NA | Global Large-Cap Growth Equity | No | Yes | 1.25 | ||
LO Funds - Generation Global (EUR) PD | Global Large-Cap Growth Equity | No | Yes | 1.85 | ||
Jupiter Japan Select Class L EUR Acc | Japan Large-Cap Equity | No | Yes | 1.72 | ||
Montanaro UK Income Fund EUR Seed | UK Equity Income | No | Yes | 0.6 | ||
MFS Investment Funds - Global Concentrated Equity Fund US Dollar Class | Global Large-Cap Blend Equity | No | Yes | 0.82 | ||
Jupiter Japan Select Class L USD Acc | Japan Large-Cap Equity | No | Yes | 1.72 | ||
WS Robin Fund A Accumulation | GBP Allocation 60-80% Equity | No | No | 1.37 | ||