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
CT Responsible Global Equity Fund 1 Inc Global Large-Cap Growth Equity Yes Yes 1.71
Fidelity Funds - Sustainable Health Care Fund A-DIST-EUR Sector Equity Healthcare Yes Yes 1.9
BlackRock Global Funds - Sustainable Energy Fund A2 Sector Equity Alternative Energy Yes No 1.98
JPMorgan Investment Funds - Japan Sustainable Equity Fund D (acc) - JPY Japan Large-Cap Equity Yes Yes 2.55
Fidelity Funds - Sustainable Health Care Fund A-DIST-GBP Sector Equity Healthcare Yes Yes 1.89
Fidelity Funds - Sustainable Asia Equity Fund A-DIST-EUR Asia ex-Japan Equity Yes Yes 1.92
CT Sustainable Opportunities Global Equity Fund 1 Acc Global Large-Cap Growth Equity Yes Yes 1.71
BlackRock Global Funds - ESG Multi-Asset Fund A2 EUR EUR Moderate Allocation - Global Yes Yes 1.53
CT Responsible Global Equity Fund 1 Acc Global Large-Cap Growth Equity Yes Yes 1.57
Invesco Funds - Invesco Sustainable US Structured Equity Fund A Accumulation USD US Large-Cap Value Equity Yes Yes 1.41
Fidelity Funds - Sustainable Global Dividend Plus Fund A-DIST-GBP Global Equity Income Yes No 1.95
CT Responsible Global Equity Fund 2 Acc Global Large-Cap Growth Equity Yes Yes 0.79
Fidelity Funds - Sustainable US Equity Fund A-USD US Large-Cap Blend Equity Yes Yes 1.92
Jupiter Global Ecology Growth Class L EUR Acc Sector Equity Ecology Yes Yes 1.73
Fidelity Funds - Sustainable Asia Equity Fund A-DIST-GBP Asia ex-Japan Equity Yes Yes 1.92
abrdn SICAV I - Europe ex UK Sustainable Equity Fund A Acc GBP Europe ex-UK Equity Yes Yes 1.66
Sarasin IE Sustainable Global Real Estate Equity (GBP) Class A GBP Income Shares Property - Indirect Global Yes Yes 1.75
Impax Asian Environmental Markets IRL X share Sector Equity Ecology Yes Yes 0.92
Jupiter Global Fund - Jupiter Global Ecology Diversified Class I GBP Q Inc Dist HSC GBP Allocation 40-60% Equity Yes No 0.81
Mirabaud - Sustainable Global High Dividend D GBP Inc Global Equity Income Yes Yes 0.93
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