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
AB SICAV I –Sustainable US Thematic Portfolio Class A CAD H Other Equity Yes Yes 1.71
Fidelity Funds - Sustainable Demographics Fund Y-Acc-USD Global Large-Cap Growth Equity Yes Yes 1.06
Fidelity Funds - Sustainable Demographics Fund A-Acc-USD Global Large-Cap Growth Equity Yes Yes 1.91
Goldman Sachs Global Climate & Environment Equity - Y Cap USD Sector Equity Ecology Yes Yes 3.30
BlackRock Global Funds - ESG Multi-Asset Fund D2 USD Hedged USD Moderate Allocation Yes Yes 0.97
Pictet - Quest Global Sustainable Equities P USD Global Large-Cap Blend Equity Yes Yes 1.18
BNP Paribas Funds - Global Environment Classic USD Capitalisation Sector Equity Ecology Yes Yes 2.23
Pictet - Quest Global Sustainable Equities R USD Global Large-Cap Blend Equity Yes Yes 1.83
abrdn SICAV I - European Sustainable Equity Fund X Acc EUR Europe Large-Cap Growth Equity Yes Yes 0.92
Pictet - Quest Global Sustainable Equities R EUR Global Large-Cap Blend Equity Yes Yes 1.83
Fidelity Funds - Sustainable Health Care Fund A-Acc-USD Sector Equity Healthcare Yes Yes 1.89
Amundi Funds Net Zero Ambition Top European Players A USD Hgd (C) Other Equity Yes Yes 1.85
Pictet - Quest Global Sustainable Equities I USD Global Large-Cap Blend Equity Yes Yes 0.73
Pictet - SmartCity HR dy AUD Other Equity Yes Yes 2.73
Pictet - SmartCity HR dy ZAR Other Equity Yes Yes 2.73
KBI Funds ICAV - KBI Global Energy Transition Fund Class C USD Sector Equity Alternative Energy Yes No 1.91
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) P-mdist USD Moderate Allocation Yes Yes 1.75
AB SICAV I-Sustainable Global Thematic Portfolio SD USD Global Large-Cap Growth Equity Yes Yes 0.06
Pictet - SmartCity HR USD Other Equity Yes Yes 2.73
Pictet - SmartCity HR dy USD Other Equity Yes Yes 2.73
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