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 America Fund | US Large-Cap Value Equity | Yes | No | 1.89 | ||
| Allianz Global Sustainability | Global Large-Cap Blend Equity | Yes | Yes | 0.66 | ||
| HSBC GIF Global Equity Climate Change | Global Large-Cap Blend Equity | Yes | Yes | 1.85 | ||
| HSBC GIF Global Equity Climate Change | Global Large-Cap Blend Equity | Yes | Yes | 1.85 | ||
| HSBC GIF Global Equity Climate Change | Global Large-Cap Blend Equity | Yes | Yes | 1.85 | ||
| HSBC GIF Global Equity Climate Change | Global Large-Cap Blend Equity | Yes | Yes | 1.85 | ||
| HSBC GIF Global Equity Climate Change | Global Large-Cap Blend Equity | Yes | Yes | 1.85 | ||
| HSBC GIF Global Equity Climate Change | Global Large-Cap Blend Equity | Yes | Yes | 1.85 | ||
| Allianz Euroland Equity Growth | Eurozone Large-Cap Equity | Yes | Yes | 0.96 | ||
| Allianz Euroland Equity Growth | Eurozone Large-Cap Equity | Yes | Yes | 0.96 | ||
| Pictet-Security | Global Flex-Cap Equity | Yes | Yes | 2.00 | ||
| Pictet-Security | Global Flex-Cap Equity | Yes | Yes | 2.00 | ||
| Allianz Euroland Equity Growth | Eurozone Large-Cap Equity | Yes | Yes | 0.66 | ||
| Pictet-Clean Energy | Sector Equity Alternative Energy | Yes | No | 2.01 | ||
| Pictet-Clean Energy | Sector Equity Alternative Energy | Yes | No | 2.71 | ||
| BGF Sustainable Energy Fund | Sector Equity Alternative Energy | Yes | No | 1.24 | ||
| Jupiter Global Ecology Growth | Sector Equity Ecology | Yes | Yes | 1.74 | ||
| Fidelity Global Health Care Fund | Sector Equity Healthcare | Yes | Yes | 1.05 | ||
| Fidelity Greater China Fund | Greater China Equity | Yes | Yes | 1.08 | ||
| FF-Asia Pacific Opportunities Fund | Asia-Pacific ex-Japan Equity | Yes | Yes | 1.92 | ||
