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
|
---|---|---|---|---|---|---|
Schroder International Selection Fund Global Equity Yield C Accumulation EUR | Global Equity Income | No | Yes | 1.02 | ||
AXA World Funds - Global Inflation Bonds M Capitalisation EUR | Global Inflation-Linked Bond - EUR Hedged | No | No | 0.16 | ||
GlobalAccess Global Government Bond Fund M Dis USD | Global Bond - USD Hedged | No | Yes | 0.91 | ||
Schroder International Selection Fund Emerging Markets C Accumulation EUR | Global Emerging Markets Equity | No | Yes | 1.05 | ||
Schroder International Selection Fund Global Equity Yield I Accumulation EUR | Global Equity Income | No | Yes | 0.04 | ||
TM Merlin Fund Income | GBP Allocation 60-80% Equity | No | No | 1.21 | ||
SPARX Japan Fund JPY Institutional Class A | Japan Large-Cap Equity | No | Yes | 1.64 | ||
TM Acer Fund | GBP Allocation 60-80% Equity | No | No | 1.37 | ||
HSBC Pacific Index Fund Institutional Accumulation | Asia-Pacific ex-Japan Equity | No | No | 0.06 | ||
Halifax Ethical Fund F Acc | Global Large-Cap Blend Equity | No | Yes | 1.26 | ||
Pictet-CHF Bonds P dy | CHF Bond | No | Yes | 0.63 | ||
Aviva Investors – UK Equity Unconstrained Fund I GBP Acc | UK Flex-Cap Equity | No | No | 1.15 | ||
Goldman Sachs US Fixed Income Portfolio Base Acc USD | USD Diversified Bond | No | Yes | 1.25 | ||
GAM Star Fund plc - GAM Star Japan Leaders-A JPY | Japan Large-Cap Equity | No | Yes | 1.79 | ||
Fidelity Funds - Asia Pacific Dividend Fund A-DIST-USD | Asia-Pacific ex-Japan Equity Income | No | Yes | 1.94 | ||
GlobalAccess UK Opportunities Fund M Dis GBP | UK Flex-Cap Equity | No | Yes | 0.84 | ||
Veritas Asian Fund A EUR Inc | Asia-Pacific ex-Japan Equity | No | Yes | 1.04 | ||
United States Equities A | US Large-Cap Blend Equity | No | Yes | 0.73 | ||
AXA World Funds - Global Inflation Bonds I Capitalisation EUR | Global Inflation-Linked Bond - EUR Hedged | No | No | 0.43 | ||
Europe Ex UK Equities A | Europe ex-UK Equity | No | No | 0.78 | ||