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
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
FTGF ClearBridge US Equity Sustainability Leaders Fund Class A US$ Distributing (A) US Large-Cap Blend Equity Yes Yes 1.63
FTGF ClearBridge US Equity Sustainability Leaders Fund Premier Class GBP Accumulating US Large-Cap Blend Equity Yes Yes 0.68
Man Funds plc Man Numeric Global RI Climate I EUR Global Large-Cap Blend Equity Yes Yes 0.85
FTGF ClearBridge US Equity Sustainability Leaders Fund Class A Euro Accumulating (Hedged) Other Equity Yes Yes 1.63
Man Funds plc Man Numeric Global RI Climate Class I USD Global Large-Cap Blend Equity Yes Yes 0.85
Metzler European Smaller Companies Sustainability C Europe Small-Cap Equity Yes Yes 0.83
CT Sustainable Opportunities Global Equity Fund C Acc Global Large-Cap Growth Equity Yes Yes 0.79
FTGF ClearBridge US Equity Sustainability Leaders Fund Class X GBP Accumulating US Large-Cap Blend Equity Yes Yes 1.03
Invesco Funds - Invesco Responsible Japanese Equity Value Discovery Fund A USD Hedged Acc USD Other Equity Yes Yes 1.74
Impax Environmental Leaders Fund Sterling X Accumulation Sector Equity Ecology Yes Yes 0.8
Aegon Global Sustainable Equity Fund EUR C Inc Global Flex-Cap Equity Yes Yes 0.46
Aegon Global Sustainable Equity Fund USD B Acc Global Flex-Cap Equity Yes Yes 0.79
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