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.
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Fund Name
|
Morningstar Category
|
Sustainable Investment
|
Sustainability Rating
|
Low Carbon Designation
|
Representative Cost
|
Morningstar Rating for Funds
|
|---|---|---|---|---|---|---|
| Fidelity Sustainable Europe Equity Fund | Europe Large-Cap Blend Equity | Yes | No | 1.93 | ||
| HSBC GIF Global Equity Climate Change | Global Large-Cap Blend Equity | Yes | Yes | 1.85 | ||
| Schroder ISF Global Sustainable Growth | Global Large-Cap Growth Equity | Yes | Yes | 1.64 | ||
| BNP Paribas Sustainable Glbl Low Vol Eq | Global Large-Cap Blend Equity | Yes | Yes | 1.98 | ||
| Amundi Fds Global Ecology ESG | Sector Equity Ecology | Yes | Yes | 2.75 | ||
| UBS (Lux) ES US Total Yield Sust (USD) | US Equity Income | Yes | Yes | 0.54 | ||
| EdRF Europe Convertibles | Convertible Bond - Other | Yes | Yes | 1.89 | ||
| EdRF Europe Convertibles | Convertible Bond - Europe | Yes | Yes | 1.79 | ||
| EdRF Europe Convertibles | Convertible Bond - Europe | Yes | Yes | 1.81 | ||
| Schroder ISF European Sustainable Value | Europe Equity Income | Yes | No | 1.85 | ||
| Schroder ISF European Sustainable Value | Europe Equity Income | Yes | No | 1.85 | ||
| abrdn European Sustainable Eq Fd | Europe Large-Cap Growth Equity | Yes | Yes | 1.69 | ||
| abrdn Global Sustainable Equity Fund | Global Large-Cap Blend Equity | Yes | Yes | 1.69 | ||
| Amundi Fds Global Ecology ESG | Sector Equity Ecology | Yes | Yes | 3.06 | ||
| Fidelity Sustainable Europe Equity Fund | Europe Large-Cap Blend Equity | Yes | No | 1.93 | ||
| Allianz Global Sustainability | Global Large-Cap Blend Equity | Yes | Yes | 1.85 | ||
| BGF Sustainable Energy Fund | Sector Equity Alternative Energy | Yes | No | 1.96 | ||
| Invesco Energy Transition Fund | Sector Equity Alternative Energy | Yes | No | 1.35 | ||
| Allianz Global Sustainability | Global Large-Cap Blend Equity | Yes | Yes | 1.85 | ||
| MS INVF Emerging Leaders Equity Fund | Global Emerging Markets Equity | Yes | Yes | 2.19 | ||
