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
|
---|---|---|---|---|---|---|
BNP Paribas Funds US Mid CapIR | US Mid-Cap Equity | No | Yes | 1.06 | ||
AXA World Funds - Europe Real Estate F Capitalisation EUR | Property - Indirect Europe | No | Yes | 1.03 | ||
Goldman Sachs US Equity Income - P Dis EUR | US Equity Income | No | No | 1.8 | ||
JPMorgan Funds - Taiwan Fund X (acc) - USD | Taiwan Large-Cap Equity | No | Yes | 0.15 | ||
Edgewood L Select - US Select Growth A EUR H | Other Equity | No | Yes | 1.95 | ||
UBS (Lux) Key Selection SICAV - Global Allocation (EUR) (CAD hedged) P-acc | Other Allocation | No | No | 2.15 | ||
BNY Mellon Investment Funds - Newton Asian OpportunitiesFund Exempt 1 Accumulation | Asia-Pacific ex-Japan Equity | No | Yes | 0.61 | ||
Artemis Income (Exclusions) Acc GBP | UK Equity Income | No | Yes | |||
Real Return Fund GBP Class A Shares | Global Inflation-Linked Bond | No | — | 0.39 | ||
JPMorgan Funds - Asia Growth Fund A (acc) - USD | Asia ex-Japan Equity | No | Yes | 1.75 | ||
Thesis Diversification Fund | GBP Allocation 60-80% Equity | No | Yes | 1.09 | ||
Artemis Income (Exclusions) Inc GBP | UK Equity Income | No | Yes | |||
IFSL James Hambro Master Fund | GBP Allocation 80%+ Equity | No | No | 0.86 | ||
S&W Worldwide | Other Allocation | No | No | 1.64 | ||
Thesis Thameside Managed Fund | GBP Allocation 60-80% Equity | No | Yes | 1.31 | ||
The Beamish Fund | Other Allocation | No | Yes | 1.81 | ||
Comgest Growth Europe EUR Dis | Europe Large-Cap Growth Equity | No | Yes | 1.55 | ||
C WorldWide Stable Equities 2A | Global Large-Cap Blend Equity | No | No | 0.55 | ||
LF Gulland Fund | GBP Allocation 60-80% Equity | No | Yes | 1.48 | ||
LO Funds - Continental Europe Small & Mid Leaders (EUR) NA | Europe ex-UK Small/Mid-Cap Equity | No | Yes | 1.26 | ||