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
Pictet-Timber P dy USD Sector Equity Natural Resources Yes No 2
Pictet-Timber P dy GBP Sector Equity Natural Resources Yes No 2
Guinness Sustainable Energy C GBP Accumulation Sector Equity Alternative Energy Yes No 1.88
Pictet-Clean Energy Transition P dy GBP Sector Equity Alternative Energy Yes No 1.99
Pictet-Health P dy GBP Sector Equity Healthcare Yes Yes 2.02
Jupiter Ecology Fund I Acc Sector Equity Ecology Yes Yes 0.8
BlackRock Global Funds - Sustainable Energy Fund D4 GBP Sector Equity Alternative Energy Yes No 1.23
Royal London Sustainable Diversified Trust Class A Inc GBP Allocation 40-60% Equity Yes Yes 1.17
FP WHEB Sustainability Fund A Acc Sector Equity Ecology Yes Yes 1.68
Pictet-Health I dy GBP Sector Equity Healthcare Yes Yes 1.12
Royal London Sustainable World Trust Class A Inc GBP Allocation 80%+ Equity Yes Yes 1.17
BlackRock Global Funds - ESG Multi-Asset Fund D2 EUR EUR Moderate Allocation - Global Yes Yes 0.98
Pictet-Clean Energy Transition I dy GBP Sector Equity Alternative Energy Yes No 1.1
Invesco Responsible Japanese Equity Value Discovery Fund (UK) (No Trail) Acc Japan Large-Cap Equity Yes Yes 1.05
Pictet - SmartCity P dy GBP Global Large-Cap Blend Equity Yes Yes 1.57
Pictet - SmartCity I dm GBP Global Large-Cap Blend Equity Yes Yes 0.9
Pictet - Global Environmental Opportunities P dy GBP Sector Equity Ecology Yes Yes 2
Aegon Sustainable Diversified Growth Fund GBP B Acc GBP Allocation 60-80% Equity Yes No 0.52
Pictet-Timber I dy GBP Sector Equity Natural Resources Yes No 1.11
Veritas Global Real Return A Inc GBP Long/Short Equity - Global Yes Yes 1.07
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