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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
UBS (Lux) Equity SICAV - US Total Yield Sustainable (USD) I-A1-acc US Equity Income Yes No 0.66
FF - Europe Equity ESG Fund A-Acc-USD (hedged) Other Equity Yes No 1.94
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 1.95
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) P-mdist USD Moderate Allocation Yes No 1.74
UBS (Lux) Equity Fund - Mid Caps Europe Sustainable (EUR) 1-A1-acc Europe Mid-Cap Equity Yes Yes 0.61
Templeton Global Climate Change Fund Z(acc)EUR Sector Equity Ecology Yes No 1.20
Pictet - SmartCity HR USD Other Equity Yes Yes 2.73
Pictet - SmartCity HR dy USD Other Equity Yes Yes 2.73
Franklin Sustainable Global Growth Fund Z(acc)USD Global Large-Cap Growth Equity Yes Yes 1.27
Goldman Sachs Global Social Impact Equity - X Cap USD Global Flex-Cap Equity Yes Yes 2.29
UBS (Lux) Strategy Fund - Yield Sustainable (USD) P-acc USD Cautious Allocation Yes No 1.55
UBS (Lux) Equity Fund - Mid Caps Europe Sustainable (EUR) P-acc Europe Mid-Cap Equity Yes Yes 1.80
Schroder International Selection Fund US Smaller Companies Impact C Accumulation USD US Small-Cap Equity Yes Yes 1.13
UBS (Lux) Strategy Fund - Growth Sustainable (USD) P-acc USD Aggressive Allocation Yes No 1.95
Amundi Funds Net Zero Ambition Top European Players A EUR (C) Europe Large-Cap Blend Equity Yes Yes 1.94
Vontobel Fund - Green Bond B EUR Global Diversified Bond - EUR Hedged Yes No 0.69
Invesco Funds - Invesco Energy Transition Enablement Fund Class C accumulation - USD Sector Equity Alternative Energy Yes Yes 0.90
Amundi Funds Net Zero Ambition Top European Players B USD (C) Europe Large-Cap Blend Equity Yes Yes 2.78
Goldman Sachs Global Social Impact Equity - P Cap USD Global Flex-Cap Equity Yes Yes 1.79
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