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
RobecoSAM Smart Energy Equities Sector Equity Alternative Energy Yes No 1.71
RobecoSAM Smart Energy Equities Sector Equity Alternative Energy Yes No 1.71
RobecoSAM Smart Energy Equities Sector Equity Alternative Energy Yes No 1.71
RobecoSAM Smart Energy Equities Sector Equity Alternative Energy Yes No 0.96
RobecoSAM Smart Energy Equities Sector Equity Alternative Energy Yes No 0.96
RobecoSAM Smart Energy Equities Sector Equity Alternative Energy Yes No 0.93
RobecoSAM Smart Energy Equities Sector Equity Alternative Energy Yes No 0.93
RobecoSAM Smart Energy Equities Sector Equity Alternative Energy Yes No 0.93
RobecoSAM Smart Energy Equities Sector Equity Alternative Energy Yes No 0.93
RobecoSAM Global Gender Equality Eqs Global Large-Cap Blend Equity Yes Yes 1.61
RobecoSAM Global Gender Equality Eqs Global Large-Cap Blend Equity Yes Yes 0.91
RobecoSAM Global Gender Equality Eqs Global Large-Cap Blend Equity Yes Yes 0.83
RobecoSAM Global Gender Equality Eqs Global Large-Cap Blend Equity Yes Yes 0.01
RobecoSAM Smart Energy Equities Sector Equity Alternative Energy Yes No 0.81
RobecoSAM Smart Energy Equities Sector Equity Alternative Energy Yes No 0.81
RobecoSAM Smart Energy Equities Sector Equity Alternative Energy Yes No 0.81
Neuberger Berman Global Sust Eq Fd Global Large-Cap Growth Equity Yes Yes 0.5
Neuberger Berman Global Sust Eq Fd Global Large-Cap Growth Equity Yes Yes 2.5
Neuberger Berman Global Sust Eq Fd Global Large-Cap Growth Equity Yes Yes 0.8
Neuberger Berman Global Sust Eq Fd Global Large-Cap Growth Equity Yes Yes 0.8