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
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