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 | ||
