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 GIF Global Equity Climate Change Global Large-Cap Blend Equity Yes Yes 1.85
Alquity Indian Subcontinent Fund India Equity Yes 3.75
HSBC GIF Global Equity Climate Change Global Large-Cap Blend Equity Yes Yes 1.85
Pictet-Security Global Flex-Cap Equity Yes Yes 2.00
Pictet-Security Global Flex-Cap Equity Yes Yes 2.00
Pictet-Clean Energy Sector Equity Alternative Energy Yes No 2.00
Pictet-Clean Energy Sector Equity Alternative Energy Yes No 2.70
BGF Sustainable Energy Fund Sector Equity Alternative Energy Yes No 1.21
Aberdeen European Sustainable Eq Fd Europe Large-Cap Growth Equity Yes Yes 0.90
Jupiter Global Ecology Growth Sector Equity Ecology Yes Yes 1.73
BNP Paribas Global Environment Sector Equity Ecology Yes Yes 2.23
BNP Paribas Global Environment Sector Equity Ecology Yes Yes 2.23
Invesco Energy Transition Fund Other Equity Yes No 0.90
Invesco Energy Transition Fund Other Equity Yes No 1.35
Pictet-Timber Other Equity Yes No 2.06
Pictet-Timber Sector Equity Natural Resources Yes No 2.01
Pictet-Timber Sector Equity Natural Resources Yes No 2.01
BGF US Government Mortgage Impact Fund USD Government Bond Yes Yes 0.65
Invesco Energy Transition Fund Sector Equity Alternative Energy Yes No 1.35
Pictet-SmartCity Global Large-Cap Blend Equity Yes Yes 1.98
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