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 | ||
