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
SEB Asset Selection Fund Systematic Trend EUR Yes 1.15
Northern Trust North America Val ESG Fd US Large-Cap Value Equity Yes Yes 0.31
Northern Trust North America Val ESG Fd US Large-Cap Value Equity Yes Yes 0.31
Lazard Global Sustainable Equity Fund Global Large-Cap Growth Equity Yes Yes 0.81
Allianz Euroland Equity Growth Eurozone Large-Cap Equity Yes Yes 1
Fidelity Global Health Care Fund Sector Equity Healthcare Yes Yes 1.91
Fidelity European Dynamic Growth Fund Other Equity Yes Yes 1.9
RBC Funds (Lux) Emerging Markets Eq Other Equity Yes Yes 1.25
Northern Trust North America Val ESG Fd US Large-Cap Value Equity Yes Yes 0.31
FF- Global Dividend Fund Other Equity Yes No 0.89
FF- Global Dividend Fund Global Equity Income Yes No 1.9
Allianz Europe Equity Growth Select Europe Large-Cap Growth Equity Yes Yes 1.01
Allianz Europe Equity Growth Select Other Equity Yes Yes 1.85
State Street Pac Ex-Jpn ESG Scrn Idx Eq Pacific ex-Japan Equity Yes No 0.3
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
Allianz Euroland Equity Growth Eurozone Large-Cap Equity Yes Yes 1.1
Allianz Europe Equity Growth Select Other Equity Yes Yes 1.85
Allianz Euroland Equity Growth Eurozone Large-Cap Equity Yes Yes 1.1
Legg Mason CB US Equity Sust Ldrs Fd US Large-Cap Growth Equity Yes Yes 1.06