Sustainable Investment Funds

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 Designation
Ongoing Charges (%)
Morningstar Rating for Funds
BNP Paribas Easy MSCI USA SRI S 5% Cpd US Large-Cap Blend Equity Yes Yes 0.11
Allianz Europe Equity Growth Europe Large-Cap Growth Equity Yes Yes 1.84
Allianz Euroland Equity Growth Eurozone Large-Cap Equity Yes Yes 1.85
Allianz Europe Equity Growth Europe Large-Cap Growth Equity Yes Yes 1.85
Allianz Euroland Equity Growth Eurozone Large-Cap Equity Yes Yes 1.85
BMO Responsible Global Equity Fund Global Large-Cap Growth Equity Yes Yes 1.79
Jupiter Global Ecology Growth Sector Equity Ecology Yes No 1.72
HSBC GIF Global Equity Climate Change Global Large-Cap Blend Equity Yes Yes 1.85
HSBC GIF Global Equity Climate Change Global Large-Cap Blend Equity Yes Yes 1.85
Guinness Sustainable Energy Sector Equity Alternative Energy Yes 1.99
Guinness Sustainable Energy Sector Equity Alternative Energy Yes 1.99
JOHCM Global Select Global Large-Cap Growth Equity Yes Yes 1.53
JOHCM Global Select Global Large-Cap Growth Equity Yes Yes 1.53
JOHCM Global Select Global Large-Cap Growth Equity Yes Yes 0.78
JOHCM Global Select Global Large-Cap Growth Equity Yes Yes 0.78
BGF Sustainable Energy Fund Sector Equity Alternative Energy Yes No 1.24
Allianz Europe Equity Growth Europe Large-Cap Growth Equity Yes Yes 1.84
MFS Meridian US Concentrated Growth Fd US Large-Cap Growth Equity Yes Yes 1.15
Schroder ISF Global Sustainable Growth Global Large-Cap Growth Equity Yes Yes 1.65
MFS Meridian Global Concentrated Fund Global Large-Cap Blend Equity Yes Yes 1.04

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