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
Janus Henderson Global Equity Fund Global Large-Cap Growth Equity Yes Yes 1.08
BGF Sustainable Energy Fund Sector Equity Alternative Energy Yes No 1.21
Jupiter Global Emerging Markets Focus Fd Global Emerging Markets Equity Yes Yes 1.22
Schroder ISF Global Sustainable Growth Global Large-Cap Growth Equity Yes Yes 1.64
Sanlam Sustainable Global Dividend Fund Global Equity Income Yes Yes 1.04
Sanlam Sustainable Global Dividend Fund Global Equity Income Yes Yes 1.79
GAM Sustainable Emerging Equity Global Emerging Markets Equity Yes Yes 2.59
Federated Hermes Sustainable Eurp exUKEq Europe ex-UK Equity Yes Yes 0.95
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
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
Federated Hermes Sustainable Eurp exUKEq Other Equity Yes Yes 0.98
GAM Sustainable Emerging Equity Global Emerging Markets Equity Yes Yes 2.09
Mediolanum BB Socially Respon Collct EUR Aggressive Allocation - Global Yes Yes 3.23
Mediolanum BB Socially Respon Collct EUR Aggressive Allocation - Global Yes Yes 3.23
Mediolanum BB Socially Respon Collct EUR Aggressive Allocation - Global Yes Yes 2.92
Mediolanum BB Socially Respon Collct EUR Aggressive Allocation - Global Yes Yes 2.92
Allianz Global Sustainability Global Large-Cap Blend Equity Yes Yes 1.1