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
SKAGEN Global Global Large-Cap Blend Equity Yes Yes 1
SKAGEN Global Global Large-Cap Blend Equity Yes Yes 1
SKAGEN Global Global Large-Cap Blend Equity Yes Yes 1
SKAGEN Global Global Large-Cap Blend Equity Yes Yes 1
SKAGEN Global Global Large-Cap Blend Equity Yes Yes 1
Fidelity Sustainable Europe Equity Fund Europe Large-Cap Blend Equity Yes No 1.93
SKAGEN Global Global Large-Cap Blend Equity Yes Yes 1
BNPP E MSCI USA SRI S-Sr PAB 5% Cpd US Large-Cap Blend Equity Yes Yes 0.11
BMO 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
Jupiter Global Ecology Growth Sector Equity Ecology Yes Yes 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 No 1.92
Janus Henderson Global Equity Fund Global Large-Cap Growth Equity Yes Yes 1.08
Guinness Sustainable Energy Sector Equity Alternative Energy Yes No 1.92
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