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
|
---|---|---|---|---|---|---|
Thesis KES Growth Fund Inc | GBP Allocation 60-80% Equity | No | Yes | 1.08 | ||
C WorldWide Emerging Markets 2A | Global Emerging Markets Equity | No | Yes | 0.67 | ||
BNY Mellon Global Bond Fund USD X Acc | Global Bond | No | — | 0.09 | ||
Thesis KES Growth Fund Acc | GBP Allocation 60-80% Equity | No | Yes | 1.08 | ||
C WorldWide Global Equities Ethical 2A | Global Large-Cap Growth Equity | No | Yes | 0.35 | ||
SEI Global Master Fund plc - The SEI Global Opportunistic Fixed Income Fund Hedged US$ Instl H Acc | Global Bond - USD Hedged | No | No | 1.06 | ||
IFSL James Hambro Penrhos Fund GBP Inc | GBP Allocation 60-80% Equity | No | Yes | 1.51 | ||
WS New Villture Fund Income | GBP Allocation 40-60% Equity | No | No | 1.13 | ||
S&W Bay Fund | Other Allocation | No | No | 0.55 | ||
Schroder International Selection Fund Emerging Markets A1 Accumulation EUR | Global Emerging Markets Equity | No | Yes | 2.35 | ||
GAM Star Fund plc - GAM Star Japan Leaders-A EUR | Japan Large-Cap Equity | No | Yes | 1.79 | ||
SEI Global Master Fund plc - The SEI Global Opportunistic Fixed Income Fund US$ Institutional H Acc | Global Bond | No | No | 1.01 | ||
Pictet-Asian Equities Ex Japan HP EUR | Other Equity | No | Yes | 1.8 | ||
JPMorgan Funds - Emerging Markets Equity Fund X (dist) - EUR | Global Emerging Markets Equity | No | Yes | 0.16 | ||
HSBC Global Investment Funds - ASEAN Equity IC | ASEAN Equity | No | Yes | 1 | ||
The Navajo Fund GBP Inc | GBP Allocation 80%+ Equity | No | Yes | 1.58 | ||
C WorldWide Global Equities 3A | Global Large-Cap Growth Equity | No | Yes | 0.25 | ||
C WorldWide Global Equities 5B | Global Large-Cap Growth Equity | No | Yes | 1.64 | ||
The Mazener Fund | Other Allocation | No | No | 1.05 | ||
C WorldWide Global Equities 4A | Global Large-Cap Growth Equity | No | Yes | 0.25 | ||