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.
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Fund Name
|
Morningstar Category
|
Sustainable Investment
|
Sustainability Rating
|
Low Carbon Designation
|
Ongoing Charges (%)
|
Morningstar Rating for Funds
|
|---|---|---|---|---|---|---|
| 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 | ||
| Schroder ISF Global Sustainable Growth | Global Large-Cap Growth Equity | Yes | Yes | 1.65 | ||
| GAM Sustainable Emerging Equity | Global Emerging Markets Equity | Yes | Yes | 2.68 | ||
| JOHCM Global Select | Global Large-Cap Growth Equity | Yes | Yes | 0.78 | ||
| BMO Responsible Global Equity Fund | Global Large-Cap Growth Equity | Yes | Yes | 0.8 | ||
| GAM Sustainable Emerging Equity | Global Emerging Markets Equity | Yes | Yes | 2.18 | ||
| Fidelity America Fund | US Large-Cap Value Equity | Yes | No | 1.04 | ||
| FF- Global Dividend Fund | Global Equity Income | Yes | No | 1.05 | ||
| Allianz Europe Equity Growth Select | Europe Large-Cap Growth Equity | Yes | Yes | 1.1 | ||
| Fidelity America Fund | US Large-Cap Value Equity | Yes | No | 1.89 | ||
| GAM Sustainable Emerging Equity | Global Emerging Markets Equity | Yes | Yes | 2.18 | ||
| Mediolanum BB Socially Respon Collct | EUR Aggressive Allocation - Global | Yes | Yes | 3.21 | ||
| Allianz Europe Equity Growth Select | Other Equity | Yes | Yes | 1.85 | ||
| Mediolanum BB Socially Respon Collct | EUR Aggressive Allocation - Global | Yes | Yes | 3.21 | ||
| Mediolanum BB Socially Respon Collct | EUR Aggressive Allocation - Global | Yes | Yes | 2.9 | ||
| Fidelity European Dynamic Growth Fund | Europe Large-Cap Growth Equity | Yes | Yes | 1.9 | ||
| FF- Global Dividend Fund | Other Equity | Yes | No | 1.04 | ||
