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
Fidelity Funds - Sustainable Asia Equity Fund A-DIST-USD SGD Asia ex-Japan Equity Yes Yes 1.91
CT (Lux) Responsible Global Equity Fund A Inc EUR Global Large-Cap Growth Equity Yes Yes 1.73
JPMorgan Investment Funds - Japan Sustainable Equity Fund I (acc) - JPY Japan Large-Cap Equity Yes Yes 0.91
Candriam Equities L Europe Optimum Quality Class Z EUR Cap Long/Short Equity - Europe Yes Yes 0.2
Jupiter Global Ecology Growth Class L GBP A Inc Sector Equity Ecology Yes Yes 1.73
HSBC Global Investment Funds - Global Equity Climate Change AC Sector Equity Ecology Yes Yes 1.85
HSBC Global Investment Funds - Global Equity Climate Change AD Sector Equity Ecology Yes Yes 1.85
Guinness Sustainable Energy C USD Accumulation Sector Equity Alternative Energy Yes No 1.88
Guinness Sustainable Energy C GBP Accumulation Sector Equity Alternative Energy Yes No 1.88
BlackRock Global Funds - Sustainable Energy Fund D4 GBP Sector Equity Alternative Energy Yes No 1.23
BlackRock Global Funds - ESG Multi-Asset Fund D2 EUR EUR Moderate Allocation - Global Yes Yes 0.98
Veritas Global Real Return A Inc GBP Long/Short Equity - Global Yes Yes 1.07
Impax Asian Environmental Markets IRL £A Sector Equity Ecology Yes Yes 1.18
Veritas Global Real Return B Inc GBP Long/Short Equity - Global Yes Yes 1.57
GAM Star Fund plc - GAM Sustainable Emerging Equity GBP Class – Accumulation Shares Global Emerging Markets Equity Yes Yes 2.03
Fidelity Funds - Sustainable Demographics Fund Y-Acc-GBP Global Large-Cap Growth Equity Yes Yes 1.05
Sarasin IE Sustainable Global Real Estate Equity (GBP) Class I GBP Income Shares Property - Indirect Global Yes Yes 1.75
Sarasin IE Sustainable Global Real Estate Equity (GBP) Class I GBP Accumulating Shares Property - Indirect Global Yes Yes 1
CT Responsible Global Equity Fund 2 Inc Global Large-Cap Growth Equity Yes Yes 0.8
Sarasin IE Sustainable Global Real Estate Equity (GBP) Class P GBP Accumulating Shares Property - Indirect Global Yes Yes 1
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