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
Federated Hermes Sustainable European Equity Fund Class F GBP Accumulating Europe Large-Cap Growth Equity Yes Yes 0.91
Federated Hermes Sustainable European Equity Fund Class F2 GBP Distributing Europe Large-Cap Growth Equity Yes Yes 0.91
Mediolanum Best Brands Socially Responsible Collection SA EUR Aggressive Allocation - Global Yes Yes 3.23
Mediolanum Best Brands Socially Responsible Collection SHA EUR Aggressive Allocation - Global Yes Yes 3.23
Mediolanum Best Brands Socially Responsible Collection LHA EUR Aggressive Allocation - Global Yes Yes 2.92
Mediolanum Best Brands Socially Responsible Collection LA EUR Aggressive Allocation - Global Yes Yes 2.92
DWS Invest ESG Multi Asset Income NC EUR Flexible Allocation - Global Yes No 1.59
DWS Invest ESG Multi Asset Income LC EUR Flexible Allocation - Global Yes No 1.3
Fidelity Funds - Sustainable Demographics Fund A-Acc-USD (hedged) Other Equity Yes Yes 1.94
CONVERTINVEST Global Convertible Properties IF A Convertible Bond - Global, EUR Hedged Yes 1.25
Lazard Global Sustainable Equity Fund EA Acc USD Global Large-Cap Growth Equity Yes Yes 0.71
Fidelity Funds - Sustainable Global Health Care Fund A-Acc-HUF Sector Equity Healthcare Yes Yes 1.06
SSGA Lux SICAV - State Street Pacific Ex-Japan ESG Screened Index Equity Fund I USD Pacific ex-Japan Equity Yes No 0.3
SSGA Lux SICAV - State Street Pacific Ex-Japan ESG Screened Index Equity Fund P USD Pacific ex-Japan Equity Yes No 0.7
SSGA Lux SICAV - State Street Pacific Ex-Japan ESG Screened Index Equity Fund B USD Pacific ex-Japan Equity Yes No 0.1
Fidelity Funds - Sustainable Demographics Fund A-Acc-HUF Global Large-Cap Growth Equity Yes Yes 1.91
FTGF ClearBridge US Equity Sustainability Leaders Fund Class X US$ Distributing (A) US Large-Cap Blend Equity Yes Yes 1.03
FTGF ClearBridge US Equity Sustainability Leaders Fund Class X Euro Accumulating (Hedged) Other Equity Yes Yes 1.03
FTGF ClearBridge US Equity Sustainability Leaders Fund Premier Class US$ Distributing (A) US Large-Cap Blend Equity Yes Yes 0.68
FTGF ClearBridge US Equity Sustainability Leaders Fund Premier Class Euro Accumulating (Hdg) Other Equity Yes Yes 0.68
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