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-Quest Emerging Sustainable Eq Global Emerging Markets Equity Yes Yes 1.3
ASI UK Sustainable & Rspnb Invmt Eq UK Flex-Cap Equity Yes Yes 0.87
ASI UK Sustainable & Rspnb Invmt Eq UK Flex-Cap Equity Yes Yes 0.87
Jupiter Ecology Sector Equity Ecology Yes No 0.78
Climate Assets Fund GBP Moderately Adventurous Allocation Yes Yes 1.17
Royal London Sustainable Leaders Trust UK Large-Cap Equity Yes Yes 0.76
Royal London Sustainable Leaders Trust UK Large-Cap Equity Yes Yes 0.76
Climate Assets Fund GBP Moderately Adventurous Allocation Yes Yes 1.17
Royal London Sustainable Diversified Tr GBP Moderate Allocation Yes Yes 0.77
Royal London Sustainable World Trust GBP Moderately Adventurous Allocation Yes Yes 0.77
Royal London Sustainable Diversified Tr GBP Moderate Allocation Yes Yes 0.77
Royal London Sustainable World Trust GBP Moderately Adventurous Allocation Yes Yes 0.77
ASI Multi-Manager Ethical Portfolio GBP Adventurous Allocation Yes Yes 1.53
ASI Multi-Manager Ethical Portfolio GBP Adventurous Allocation Yes Yes 1.53
Liontrust Sustainable Future Managed Fd GBP Moderately Adventurous Allocation Yes Yes 0.87
Nordea 1 - Stable Return Fund EUR Moderate Allocation - Global Yes Yes 1.24
Aegon Ethical Cautious Managed Fund GBP Moderate Allocation Yes 0.78
Aegon Ethical Cautious Managed Fund GBP Moderate Allocation Yes 0.78
FP WHEB Sustainability Fund Sector Equity Ecology Yes Yes 1.05
Fidelity America Fund US Large-Cap Value Equity Yes No 1.04