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
|
---|---|---|---|---|---|---|
abrdn (Lothian) Japan Trust 2 | Japan Large-Cap Equity | No | Yes | 0.87 | ||
SVS Cornelian Cautious E Acc | GBP Allocation 20-40% Equity | No | No | 1.55 | ||
Trojan Income S Inc | UK Equity Income | No | Yes | 0.76 | ||
SVS Cornelian Growth E GBP | GBP Allocation 60-80% Equity | No | No | 1.58 | ||
Janus Henderson UK Alpha Fund I Acc | UK Flex-Cap Equity | No | No | 0.85 | ||
SVS Cornelian Growth E Inc | GBP Allocation 60-80% Equity | No | No | 1.58 | ||
abrdn Global Inflation-Linked Bond Fund Institutional Income | Global Inflation-Linked Bond - GBP Hedged | No | No | 0.49 | ||
SEI Global Master Fund plc - The SEI Global Opportunistic Fixed Income Fund Hedged US$ Instl H Dist | Global Bond - USD Hedged | No | No | 1.06 | ||
Trojan I Acc | GBP Flexible Allocation | No | Yes | 1.51 | ||
iShares Pacific ex Japan Equity Index Fund (UK) L Acc | Asia-Pacific ex-Japan Equity | No | No | 0.23 | ||
SVS Cornelian Growth B Inc | GBP Allocation 60-80% Equity | No | No | 1.33 | ||
SVS Brooks Macdonald Blueprint Defensive Income Class B Income | GBP Allocation 20-40% Equity | No | No | 1.71 | ||
Scottish Widows UK Select Growth Fund A Acc | UK Flex-Cap Equity | No | Yes | 1.11 | ||
Trojan Income O Acc | UK Equity Income | No | Yes | 1.02 | ||
Legal & General Global Health & Pharmaceuticals Index Trust I Class Accumulation | Sector Equity Healthcare | No | Yes | 0.31 | ||
Fidelity Funds - Asian Special Situations Fund A-DIST-GBP | Asia ex-Japan Equity | No | Yes | 0.95 | ||
SVS Cornelian Cautious B Inc | GBP Allocation 20-40% Equity | No | No | 1.3 | ||
CT Global Bond Fund Retail Gross Income GBP | Global Bond | No | — | 1.14 | ||
Trojan S Inc | GBP Flexible Allocation | No | Yes | 0.76 | ||
Trojan Income I Acc | UK Equity Income | No | Yes | 1.52 | ||