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
State Street Pac Ex-Jpn ESG Scrn Idx Eq Pacific ex-Japan Equity Yes No 0.7
State Street Pac Ex-Jpn ESG Scrn Idx Eq Pacific ex-Japan Equity Yes No 0.1
Fidelity Sustainable Europe Equity Fund Europe Large-Cap Blend Equity Yes No 1.08
Uni-Global Total Return Bonds Global Bond Yes 1.02
Uni-Global Total Return Bonds Global Bond - EUR Hedged Yes 1.02
Legg Mason CB US Equity Sust Ldrs Fd US Large-Cap Blend Equity Yes Yes 1.03
Legg Mason CB US Equity Sust Ldrs Fd Other Equity Yes Yes 1.03
Legg Mason CB US Equity Sust Ldrs Fd US Large-Cap Blend Equity Yes Yes 0.68
Legg Mason CB US Equity Sust Ldrs Fd Other Equity Yes Yes 0.68
Legg Mason CB US Equity Sust Ldrs Fd US Large-Cap Blend Equity Yes Yes 1.63
Legg Mason CB US Equity Sust Ldrs Fd US Large-Cap Blend Equity Yes Yes 0.68
Man Numeric Global RI Climate Global Large-Cap Blend Equity Yes Yes 0.85
Legg Mason CB US Equity Sust Ldrs Fd Other Equity Yes Yes 1.63
Man Numeric Global RI Climate Global Large-Cap Blend Equity Yes Yes 0.85
GuardCap Global Equity Global Large-Cap Growth Equity Yes Yes 0.88
GuardCap Global Equity Global Large-Cap Growth Equity Yes Yes 0.89
BMO Sustainable Opportunities Glbl Eq Fd Global Large-Cap Growth Equity Yes Yes 0.8
SEB Asset Selection Fund Systematic Trend EUR Yes 0.56
Legg Mason CB US Equity Sust Ldrs Fd US Large-Cap Blend Equity Yes Yes 1.03
GuardCap Global Equity Global Large-Cap Growth Equity Yes Yes 1.2