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
Legg Mason CB US Equity Sust Ldrs Fd Other Equity Yes Yes 1.04
Legg Mason CB US Equity Sust Ldrs Fd US Large-Cap Growth Equity Yes Yes 0.72
Legg Mason CB US Equity Sust Ldrs Fd Other Equity Yes Yes 0.72
Legg Mason CB US Equity Sust Ldrs Fd US Large-Cap Growth Equity Yes Yes 1.65
Legg Mason CB US Equity Sust Ldrs Fd US Large-Cap Growth Equity Yes Yes 0.69
Legg Mason CB US Equity Sust Ldrs Fd Other Equity Yes Yes 1.63
BMO Sustainable Opportunities Glbl Eq Fd Global Large-Cap Growth Equity Yes Yes 0.79
SEB Asset Selection Fund Systematic Trend EUR Yes 0.56
Fidelity European Dynamic Growth Fund Europe Large-Cap Growth Equity Yes Yes 0.89
Legg Mason CB US Equity Sust Ldrs Fd US Large-Cap Growth Equity Yes Yes 1.04
Fidelity America Fund Other Equity Yes No 0.89
Fidelity European Dynamic Growth Fund Europe Large-Cap Growth Equity Yes Yes 0.89
JOHCM Global Select Global Large-Cap Growth Equity Yes Yes 1.29
Heptagon Future Trends Equity Fd Global Large-Cap Growth Equity Yes Yes 1.19
Impax Global Equity Opportunities Global Large-Cap Growth Equity Yes Yes 1.13
Amundi MSCI EMU ESG Leaders Select Other Equity Yes No 0.15
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
Amundi MSCI EMU ESG Leaders Select Other Equity Yes No 0.15