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
|
|---|---|---|---|---|---|---|
| Fidelity Greater China Fund | Greater China Equity | Yes | Yes | 1.93 | ||
| Fidelity Taiwan Fund | Taiwan Large-Cap Equity | Yes | Yes | 1.92 | ||
| Fidelity America Fund | US Large-Cap Value Equity | Yes | No | 1.89 | ||
| Alquity Indian Subcontinent Fund | India Equity | Yes | — | 3.71 | ||
| Alquity Future World Global Impact Fund | Global Large-Cap Blend Equity | Yes | Yes | 3.55 | ||
| Allianz Euroland Equity Growth | Eurozone Large-Cap Equity | Yes | Yes | 1.85 | ||
| Allianz Euroland Equity Growth | Eurozone Large-Cap Equity | Yes | Yes | 1.85 | ||
| Pictet-Clean Energy | Sector Equity Alternative Energy | Yes | No | 2.01 | ||
| Fidelity America Fund | US Large-Cap Value Equity | Yes | No | 1.04 | ||
| Jupiter Global Ecology Growth | Sector Equity Ecology | Yes | Yes | 1.74 | ||
| HSBC GIF Global Equity Climate Change | Global Large-Cap Blend Equity | Yes | Yes | 1.85 | ||
| BGF Sustainable Energy Fund | Sector Equity Alternative Energy | Yes | No | 1.24 | ||
| Pictet-SmartCity | Global Large-Cap Blend Equity | Yes | Yes | 1.58 | ||
| Schroder ISF Global Sustainable Growth | Global Large-Cap Growth Equity | Yes | Yes | 1.64 | ||
| Alquity Future World Global Impact Fund | Global Large-Cap Blend Equity | Yes | Yes | 3.55 | ||
| Alquity Indian Subcontinent Fund | India Equity | Yes | — | 3.71 | ||
| Allianz Europe Equity Growth Select | Other Equity | Yes | Yes | 1.85 | ||
| Allianz Europe Equity Growth Select | Other Equity | Yes | Yes | 1.86 | ||
| Allianz Europe Equity Growth Select | Other Equity | Yes | Yes | 1.85 | ||
| Allianz Global Sustainability | Global Large-Cap Blend Equity | Yes | Yes | 1.10 | ||
