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
Quilter Investors Ethical Equity Fund R (GBP) Accumulation Global Flex-Cap Equity Yes Yes 0.92
abrdn UK Sustainable and Responsible Investment Equity Fund I Inc UK Flex-Cap Equity Yes Yes 0.84
abrdn UK Sustainable and Responsible Investment Equity Fund I Acc UK Flex-Cap Equity Yes Yes 0.84
Jupiter Ecology Fund I Inc Sector Equity Ecology Yes Yes 0.8
AXA ACT People & Planet Equity Fund Z Income Global Large-Cap Blend Equity Yes Yes 0.89
abrdn SICAV I - Europe ex UK Sustainable Equity Fund X Acc GBP Europe ex-UK Equity Yes Yes 0.92
Climate Assets Balanced Fund B GBP Accumulation GBP Allocation 60-80% Equity Yes Yes 1.08
Royal London Sustainable Leaders Trust Class C Acc UK Large-Cap Equity Yes Yes 0.76
Royal London Sustainable Leaders Trust Class C Inc UK Large-Cap Equity Yes Yes 0.76
Climate Assets Balanced Fund B GBP Income GBP Allocation 60-80% Equity Yes Yes 1.08
Royal London Sustainable Diversified Trust Class C Acc GBP Allocation 40-60% Equity Yes Yes 0.77
Royal London Sustainable World Trust Class C Acc GBP Allocation 80%+ Equity Yes Yes 0.77
Royal London Sustainable Diversified Trust Class C Inc GBP Allocation 40-60% Equity Yes Yes 0.77
Royal London Sustainable World Trust Class C Inc GBP Allocation 80%+ Equity Yes Yes 0.77
Liontrust Sustainable Future Managed Fund Class 6 Net Accumulation GBP Allocation 60-80% Equity Yes Yes 0.85
Aegon Ethical Cautious Managed Fund GBP B Acc GBP Allocation 40-60% Equity Yes Yes 0.77
Aegon Ethical Cautious Managed Fund GBP B Inc GBP Allocation 40-60% Equity Yes Yes 0.77
GAM Star Fund plc - GAM Sustainable Emerging Equity Institutional GBP Class – Income Shares Global Emerging Markets Equity Yes Yes 1.09
Carmignac Portfolio Emergents FW GBP Acc Global Emerging Markets Equity Yes Yes 1.35
Carmignac Portfolio Long-Short European Equities F GBP Acc Hdg Long/Short Equity - Other Yes Yes 1.14
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures