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
FP WHEB Sustainability Impact Fund C GBP Income Sector Equity Ecology Yes Yes 1.03
Alquity SICAV - Alquity Indian Subcontinent Fund GBP R Class India Equity Yes No 2.45
Premier Miton Global Sustainable Growth B Income Shares Global Large-Cap Blend Equity Yes Yes 1.31
Liontrust Sustainable Future Cautious Managed Fund Class 2 Net Income GBP Allocation 40-60% Equity Yes Yes 0.86
Lazard Patrimoine SRI PC EUR EUR Cautious Allocation - Global Yes No 0.73
Lazard Patrimoine SRI RC EUR EUR Cautious Allocation - Global Yes No 1.33
Pictet - Global Environmental Opportunities Z USD Sector Equity Ecology Yes Yes 0.11
AXA World Funds - ACT Human Capital A Capitalisation CHF Europe Mid-Cap Equity Yes Yes 2.03
GAM Star Fund plc - GAM Sustainable Emerging Equity Institutional GBP Class – Accumulation Shares Global Emerging Markets Equity Yes Yes 1.11
abrdn UK Ethical Equity Fund Institutional Income UK Mid-Cap Equity Yes Yes 0.84
abrdn UK Ethical Equity Fund Platform 1 Income UK Mid-Cap Equity Yes Yes 0.89
AXA ACT Framlington Clean Economy Fund Z INC Sector Equity Ecology Yes No 0.82
DWS Invest ESG Multi Asset Income LC EUR Flexible Allocation - Global Yes No 1.3
Allianz Global Investors Fund - Allianz Global Sustainability RT EUR Global Large-Cap Blend Equity Yes No 1.1
Amundi Index MSCI Pacific EX Japan SRI PAB A3E-D Pacific ex-Japan Equity Yes Yes 0.13
Pictet - SmartCity HP dy GBP Other Equity Yes Yes 2.02
BNP Paribas Funds Inclusive Growth Privilege Capitalisation Global Large-Cap Blend Equity Yes Yes 1.08
AXA World Funds - ACT Human Capital A Distribution EUR Europe Mid-Cap Equity Yes Yes 2.03
Fidelity Funds - Sustainable Asia Equity Fund SR-Acc-SGD Asia ex-Japan Equity Yes Yes 1.76
Edmond de Rothschild Fund - Healthcare K EUR Sector Equity Healthcare Yes Yes 1.43
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