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 | ||
Cookie Consent