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
|
---|---|---|---|---|---|---|
HSBC Global Investment Funds - Asia ex Japan Equity AC | Asia ex-Japan Equity | No | Yes | 1.85 | ||
Aviva Investors – UK Equity Unconstrained Fund B GBP Acc | UK Flex-Cap Equity | No | No | 2.09 | ||
HSBC Global Investment Funds - Chinese Equity AD | China Equity | No | Yes | 1.9 | ||
HSBC Global Investment Funds - Asia ex Japan Equity AD | Asia ex-Japan Equity | No | Yes | 1.85 | ||
abrdn Emerging Markets Equity Fund A Acc | Global Emerging Markets Equity | No | Yes | 1.32 | ||
abrdn UK Income Equity Fund A Acc | UK Equity Income | No | No | 1.29 | ||
Artemis Income Fund R Acc | UK Equity Income | No | No | 1.55 | ||
IFSL Bowland Fund Class A | UK Flex-Cap Equity | No | Yes | 0.82 | ||
Invesco Distribution Fund (UK) (Inc) | GBP Allocation 40-60% Equity | No | No | 1.49 | ||
Margetts Opes Income Inc | GBP Allocation 60-80% Equity | No | No | 2.15 | ||
Liontrust Income Fund A Inc GBP | UK Equity Income | No | No | 1.69 | ||
SVS Brown Shipley Income Fund A Acc | GBP Allocation 40-60% Equity | No | Yes | 1.29 | ||
Franklin European Total Return Fund A(acc)EUR | EUR Diversified Bond | No | Yes | 0.95 | ||
Invesco Distribution Fund (UK) (Acc) | GBP Allocation 40-60% Equity | No | No | 1.49 | ||
SVS Brown Shipley Dynamic Fund A Acc | GBP Allocation 80%+ Equity | No | Yes | 1.23 | ||
SVS Brown Shipley Growth Fund A Inc | GBP Allocation 60-80% Equity | No | Yes | 1.21 | ||
First Sentier Investors - Stewart Investors Global Emerging Markets Leaders Class A Accumulation GBP | Global Emerging Markets Equity | No | Yes | 1.4 | ||
SVS Brown Shipley Income Fund A Inc | GBP Allocation 40-60% Equity | No | Yes | 1.29 | ||
7IM Adventurous Fund B Acc | GBP Allocation 80%+ Equity | No | No | 1.69 | ||
SVS Brown Shipley Growth Fund A Acc | GBP Allocation 60-80% Equity | No | Yes | 1.21 | ||