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
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