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
Baillie Gifford WW Pan-European Fund Europe Flex-Cap Equity Yes Yes 0.65
Baillie Gifford WW Pan-European Fund Europe Flex-Cap Equity Yes Yes 0.65
Mirabaud - Sustainable Global Focus Global Large-Cap Growth Equity Yes Yes 1.83
Mirabaud - Sustainable Global Focus Global Large-Cap Growth Equity Yes Yes 1.83
Mirabaud - Sustainable Global Focus Global Large-Cap Growth Equity Yes Yes 1.01
Mirabaud - Sustainable Global Focus Global Large-Cap Growth Equity Yes Yes 1.01
JSS Sustainable Multi Asset Thmc Bal CH CHF Moderate Allocation Yes Yes 1.29
Janus Henderson AbsRet Fd Long/Short Equity - Other Yes 1.07
Brown Advisory Global Leaders Fund Global Large-Cap Growth Equity Yes Yes 0.38
SEB Asset Selection Fund Systematic Trend EUR Yes 0.56
SEB Asset Selection Fund Systematic Trend EUR Yes 1.15
GuardCap Global Equity Global Large-Cap Growth Equity Yes Yes 0.88
CONVERTINVEST Global Convertible Propert Convertible Bond - Global, EUR Hedged Yes 1.25
Northern Trust North America Val ESG Fd US Large-Cap Blend Equity Yes Yes 0.31
UTI India Dynamic Equity India Equity Yes 1.87
UTI India Dynamic Equity India Equity Yes 0.97
UTI India Dynamic Equity India Equity Yes 0.97
Lazard Global Sustainable Equity Fund Global Large-Cap Growth Equity Yes Yes 0.71
Northern Trust North America Val ESG Fd US Large-Cap Blend Equity Yes Yes 0.31
State Street Pac Ex-Jpn ESG Scrn Idx Eq Pacific ex-Japan Equity Yes No 0.3