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
JOHCM Global Select Global Large-Cap Growth Equity Yes Yes 0.78
Janus Henderson Global Equity Fund Global Large-Cap Growth Equity Yes Yes 1.08
Jupiter Ecology Sector Equity Ecology Yes Yes 0.8
BGF Sustainable Energy Fund Sector Equity Alternative Energy Yes No 1.21
SEB Asset Selection Fund Systematic Trend Other Yes 1.15
AXA Ethical Distribution Fund GBP Allocation 40-60% Equity Yes 1.52
Royal London Sustainable Diversified Tr GBP Allocation 40-60% Equity Yes Yes 1.27
FP WHEB Sustainability Fund Sector Equity Ecology Yes Yes 1.7
Pictet-Health Sector Equity Healthcare Yes Yes 1.12
Royal London Sustainable World Trust GBP Allocation 80%+ Equity Yes Yes 1.27
AXA Ethical Distribution Fund GBP Allocation 40-60% Equity Yes 0.77
Pictet-Clean Energy Sector Equity Alternative Energy Yes No 1.1
Pictet-SmartCity Global Large-Cap Blend Equity Yes Yes 1.58
Pictet-SmartCity Global Large-Cap Blend Equity Yes Yes 0.9
Pictet - Global Environmental Opps Sector Equity Ecology Yes Yes 2.01
Jupiter Global Emerging Markets Focus Fd Global Emerging Markets Equity Yes Yes 1.22
Aegon Sustainable Diversified Growth Fd GBP Allocation 60-80% Equity Yes 0.53
Pictet-Timber Sector Equity Natural Resources Yes No 1.11
Schroder ISF Global Sustainable Growth Global Large-Cap Growth Equity Yes Yes 1.64
Kempen (Lux) Sustainable Eurp Sm-Cp Fd Europe Small-Cap Equity Yes Yes 1.75