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
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Sustainable Investment
|
Sustainability Rating
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Low Carbon
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Ongoing Charges %
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Morningstar Rating for Funds
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Evelyn Balanced Portfolio A GBP Acc | GBP Allocation 40-60% Equity | No | Yes | |||
Evelyn Balanced Portfolio B GBP Acc | GBP Allocation 40-60% Equity | No | Yes | |||
Evelyn Balanced Portfolio C GBP Acc | GBP Allocation 40-60% Equity | No | Yes | |||
Evelyn Balanced Portfolio D GBP Acc | GBP Allocation 40-60% Equity | No | Yes | |||
Evelyn Balanced Portfolio Institutional GBP Acc | GBP Allocation 40-60% Equity | No | Yes | |||
Evelyn Balanced Portfolio Institutional GBP Dist | GBP Allocation 40-60% Equity | No | Yes | |||
Evelyn Balanced Portfolio Clean GBP Dist | GBP Allocation 40-60% Equity | No | Yes | |||
Evelyn Balanced Portfolio L GBP Acc | GBP Allocation 40-60% Equity | No | Yes | |||
Evelyn Balanced Portfolio L GBP Dist | GBP Allocation 40-60% Equity | No | Yes | |||
Evelyn Balanced Portfolio X GBP Acc | GBP Allocation 40-60% Equity | No | Yes | |||
Evelyn Growth Portfolio Retail GBP Acc | GBP Allocation 60-80% Equity | No | Yes | |||
Evelyn Growth Portfolio Retail GBP Dist | GBP Allocation 60-80% Equity | No | Yes | |||
Evelyn Growth Portfolio Retail EUR Acc | EUR Aggressive Allocation - Global | No | Yes | |||
Evelyn Growth Portfolio Retail USD Acc | USD Aggressive Allocation | No | Yes | |||
Evelyn Growth Portfolio A GBP Acc | GBP Allocation 60-80% Equity | No | Yes | |||
Evelyn Growth Portfolio B GBP Acc | GBP Allocation 60-80% Equity | No | Yes | |||
Evelyn Growth Portfolio C GBP Acc | GBP Allocation 60-80% Equity | No | Yes | |||
Evelyn Growth Portfolio D GBP Acc | GBP Allocation 60-80% Equity | No | Yes | |||
Evelyn Growth Portfolio Institutional GBP Acc | GBP Allocation 60-80% Equity | No | Yes | |||
Evelyn Growth Portfolio Institutional GBP Dist | GBP Allocation 60-80% Equity | No | Yes | |||