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
|
|---|---|---|---|---|---|---|
| MS INVF Sustainable Emerging Markets Eq | Global Emerging Markets Equity | Yes | Yes | 1.89 | ||
| BNPP E MSCI USA SRI S-Sr PAB 5% Cpd | US Large-Cap Blend Equity | Yes | Yes | 0.11 | ||
| CT (Lux) Responsible Global Equity Fund | Global Large-Cap Growth Equity | Yes | Yes | 1.74 | ||
| abrdn Global Sustainable Equity Fund | Global Large-Cap Blend Equity | Yes | Yes | 1.69 | ||
| Candriam Eqs L Europe Optimum Quality | Long/Short Equity - Europe | Yes | Yes | 0.2 | ||
| Jupiter Global Ecology Growth | Sector Equity Ecology | Yes | Yes | 1.73 | ||
| 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 | No | 1.92 | ||
| Guinness Sustainable Energy | Sector Equity Alternative Energy | Yes | No | 1.92 | ||
| BGF Sustainable Energy Fund | Sector Equity Alternative Energy | Yes | No | 1.21 | ||
| Schroder ISF Global Sustainable Growth | Global Large-Cap Growth Equity | Yes | Yes | 1.64 | ||
| Sanlam Sustainable Global Dividend Fund | Global Equity Income | Yes | Yes | 0.95 | ||
| Sanlam Sustainable Global Dividend Fund | Global Equity Income | Yes | Yes | 1.69 | ||
| GAM Sustainable Emerging Equity | Global Emerging Markets Equity | Yes | Yes | 2.59 | ||
| CT Responsible Global Equity Fund | Global Large-Cap Growth Equity | Yes | Yes | 0.8 | ||
| Federated Hermes Sustainable Eurp Eq | Europe Large-Cap Growth Equity | Yes | Yes | 0.89 | ||
| Federated Hermes Sustainable Eurp Eq | Europe Large-Cap Growth Equity | Yes | Yes | 0.89 | ||
| GAM Sustainable Emerging Equity | Global Emerging Markets Equity | Yes | Yes | 2.09 | ||
| GAM Sustainable Emerging Equity | Global Emerging Markets Equity | Yes | Yes | 2.09 | ||
