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
Ongoing Charges %
Morningstar Rating for Funds
BNPP E MSCI World SRI S-Series 5% Cpd Global Large-Cap Blend Equity Yes Yes 0.1
BMO Responsible Global Equity Fund Global Large-Cap Growth Equity Yes Yes 1.79
Aegon Ethical Cautious Managed Fund GBP Moderate Allocation Yes 1.29
Aegon Ethical Cautious Managed Fund GBP Moderate Allocation Yes 1.29
Stewart Investors IND Sbctnt Sustnby Fd India Equity Yes 1.85
7IM Sustainable Balance Fund GBP Moderate Allocation Yes 2
7IM Sustainable Balance Fund GBP Moderate Allocation Yes 1.25
7IM Sustainable Balance Fund GBP Moderate Allocation Yes 2.1
7IM Sustainable Balance Fund GBP Moderate Allocation Yes 1.9
7IM Sustainable Balance Fund GBP Moderate Allocation Yes 2.12
7IM Sustainable Balance Fund GBP Moderate Allocation Yes 2.02
7IM Sustainable Balance Fund GBP Moderate Allocation Yes 1.25
Pictet-Clean Energy Sector Equity Alternative Energy Yes No 2.01
BMO Responsible Sterling Corporate Bd Fd GBP Corporate Bond Yes 1.22
BMO Responsible Sterling Corporate Bd Fd GBP Corporate Bond Yes 0.56
Jupiter Global Ecology Growth Sector Equity Ecology Yes No 1.72
ASI Europe ex UK Ethical Equity Fund Europe ex-UK Equity Yes No 0.87
HSBC GIF Global Equity Climate Change Global Large-Cap Blend Equity Yes No 1.85
HSBC GIF Global Equity Climate Change Global Large-Cap Blend Equity Yes No 1.85
ASI Europe ex UK Ethical Equity Fund Europe ex-UK Equity Yes No 1.34

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