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.
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Fund Name
|
Morningstar Category
|
Sustainable Investment
|
Sustainability Rating
|
Low Carbon Designation
|
Ongoing Charges (%)
|
Morningstar Rating for Funds
|
|---|---|---|---|---|---|---|
| Heptagon Future Trends Equity Fd | Global Large-Cap Growth Equity | Yes | Yes | 1.19 | ||
| JOHCM Global Select | Global Large-Cap Growth Equity | Yes | Yes | 1.29 | ||
| Federated Hermes Sustainable Eurp Eq | Europe Large-Cap Growth Equity | Yes | Yes | 1.64 | ||
| MS INVF Emerging Leaders Equity Fund | Other Equity | Yes | Yes | 1.02 | ||
| Janus Henderson AbsRet Fd | Long/Short Equity - Other | Yes | — | 1.63 | ||
| Impax Global Equity Opportunities | Global Large-Cap Growth Equity | Yes | Yes | 1.12 | ||
| Impax Environmental Leaders | Sector Equity Ecology | Yes | Yes | 0.8 | ||
| Uni-Global Equities World | Global Large-Cap Blend Equity | Yes | Yes | 0.92 | ||
| Heptagon Future Trends Equity Fd | Global Large-Cap Growth Equity | Yes | Yes | 1.69 | ||
| Aegon Global Sustainable Diversified Gr | GBP Flexible Allocation | Yes | — | 0.52 | ||
| Northern Trust North America Val ESG Fd | US Large-Cap Blend Equity | Yes | Yes | 0.31 | ||
| Aegon Global Sustainable Diversified Gr | USD Flexible Allocation | Yes | — | 0.87 | ||
| Aegon Global Sustainable Diversified Gr | EUR Flexible Allocation - Global | Yes | — | 0.81 | ||
| Man Numeric Global RI Climate | Global Large-Cap Blend Equity | Yes | Yes | 0.85 | ||
| Man Numeric Global RI Climate | Global Large-Cap Blend Equity | Yes | Yes | 1.8 | ||
| Allianz Global Sustainability | Global Large-Cap Blend Equity | Yes | Yes | 1 | ||
| Aegon Global Sustainable Diversified Gr | EUR Flexible Allocation - Global | Yes | — | 0.81 | ||
| GuardCap Global Equity | Global Large-Cap Growth Equity | Yes | Yes | 0.2 | ||
| JSS Sustainable Mlt-Asst Thmtc Bal (EUR) | EUR Moderate Allocation - Global | Yes | Yes | 1.82 | ||
| abrdn European Sustainable Eq Fd | Europe Large-Cap Growth Equity | Yes | Yes | 1.69 | ||
