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 Designation
Representative Cost
Morningstar Rating for Funds
HSBC Global Investment Funds - Global Equity Climate Change AD GBP Sector Equity Ecology Yes Yes 1.84
Pictet-Health R EUR Sector Equity Healthcare Yes Yes 2.72
Pictet-Clean Energy Transition I USD Sector Equity Alternative Energy Yes No 1.10
Pictet-Clean Energy Transition R USD Sector Equity Alternative Energy Yes No 2.70
Pictet-Clean Energy Transition R EUR Sector Equity Alternative Energy Yes No 2.70
BlackRock Global Funds - Sustainable Energy Fund D2 Sector Equity Alternative Energy Yes No 1.22
abrdn SICAV I - European Sustainable Equity Fund I Acc EUR Europe Large-Cap Growth Equity Yes Yes 0.88
Fidelity Funds - Sustainable Asia Equity Fund Y-Acc-USD Asia ex-Japan Equity Yes Yes 1.07
HSBC Global Investment Funds - Global Equity Climate Change IC Sector Equity Ecology Yes Yes 0.99
Fidelity Funds - Sustainable Health Care Fund Y-Acc-EUR Sector Equity Healthcare Yes Yes 1.04
Fidelity Funds - Sustainable US Equity Fund Y-Acc-USD US Large-Cap Blend Equity Yes No 1.08
BNP Paribas Funds - Global Environment Classic Capitalisation Sector Equity Ecology Yes Yes 2.23
Amundi Funds - Global Ecology ESG A USD (C) Sector Equity Ecology Yes Yes 2.15
Amundi Funds - Global Ecology ESG B USD (C) Sector Equity Ecology Yes Yes 2.78
Amundi Funds - Global Ecology ESG I2 EUR (C) Sector Equity Ecology Yes Yes 0.91
Invesco Funds - Invesco Energy Transition Fund Class C (EUR hedged) accumulation - EUR Other Equity Yes Yes 0.90
Invesco Funds - Invesco Energy Transition Fund Class A (EUR hedged) accumulation - EUR Other Equity Yes Yes 1.35
Pictet-Timber I USD Sector Equity Natural Resources Yes No 1.11
Pictet-Timber R EUR Sector Equity Natural Resources Yes No 2.71
Pictet-Timber R USD Sector Equity Natural Resources Yes No 2.71
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