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
BNY Mellon Sust UK Opports Fund UK Large-Cap Equity Yes Yes 0.8
CT Responsible Global Equity Fund Global Large-Cap Growth Equity Yes Yes 0.8
Stewart Investors IND Sbctnt Sustnby Fd India Equity Yes 1.09
BNY Mellon Sust UK Opports Fund UK Large-Cap Equity Yes Yes 0.95
Aegon Ethical Equity Fund UK Flex-Cap Equity Yes Yes 0.77
abrdn UK Sustainable and Resp Inv Eq UK Flex-Cap Equity Yes Yes 0.87
abrdn UK Sustainable and Resp Inv Eq UK Flex-Cap Equity Yes Yes 0.87
abrdn UK Sus Equity Fund UK Flex-Cap Equity Yes Yes 0.94
abrdn Global Sustainable Equity Fund Global Large-Cap Blend Equity Yes Yes 0.94
abrdn UK Sus Equity Fund UK Flex-Cap Equity Yes Yes 0.94
Jupiter Ecology Sector Equity Ecology Yes Yes 0.8
abrdn Global Sustainable Equity Fund Global Large-Cap Blend Equity Yes Yes 0.94
abrdn Europe (ex-UK) Sus Eq Fd Europe ex-UK Equity Yes Yes 0.94
Climate Assets Fund GBP Allocation 60-80% Equity Yes Yes 1.12
Royal London Sustainable Managed Gr Tr GBP Allocation 20-40% Equity Yes 0.67
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
Royal London Sustainable Managed Gr Tr GBP Allocation 20-40% Equity Yes 0.67
Climate Assets Fund GBP Allocation 60-80% Equity Yes Yes 1.12
Royal London Sustainable Diversified Tr GBP Allocation 40-60% Equity Yes Yes 0.77