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-Health Sector Equity Healthcare Yes Yes 1.12
Pictet-Security Global Flex-Cap Equity Yes Yes 1.1
Pictet-Clean Energy Sector Equity Alternative Energy Yes No 1.11
Royal London Sustainable World Trust GBP Moderately Adventurous Allocation Yes Yes 1.27
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 2.02
Pictet-Timber Sector Equity Natural Resources Yes No 1.13
Stewart Investors Glb Em Mkts Sustnby Fd Global Emerging Markets Equity Yes Yes 0.94
Schroder ISF Global Sustainable Growth Global Large-Cap Growth Equity Yes Yes 1.65
Pictet - Global Environmental Opps Sector Equity Ecology Yes Yes 1.12
JOHCM Global Select Global Large-Cap Growth Equity Yes Yes 0.78
Janus Henderson Global Sustainable Eq Fd Global Flex-Cap Equity Yes Yes 1.69
Janus Henderson Global Sustainable Eq Fd Global Flex-Cap Equity Yes Yes 0.84
ASI Europe ex UK Ethical Equity Fund Europe ex-UK Equity Yes No 0.91
Fidelity Sustainable European Equity Europe ex-UK Equity Yes Yes 0.92
FP WHEB Sustainability Fund Sector Equity Ecology Yes Yes 1.05
BMO Responsible Global Equity Fund Global Large-Cap Growth Equity Yes Yes 0.8
Stewart Investors IND Sbctnt Sustnby Fd India Equity Yes 1.11
Aegon Ethical Equity Fund UK Flex-Cap Equity Yes Yes 0.78