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 | ||
