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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
Invesco Energy Transition Fund Other Equity Yes No 0.90
Invesco Energy Transition Fund Other Equity Yes No 1.35
Invesco Sustainable US Struct Eq Fd Other Equity Yes Yes 1.42
Invesco Sustainable US Struct Eq Fd Other Equity Yes Yes 1.02
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
MS INVF Sustainable Emerging Markets Eq Global Emerging Markets Equity Yes Yes 2.69
Invesco Energy Transition Fund Sector Equity Alternative Energy Yes No 1.35
Pictet-SmartCity Global Large-Cap Blend Equity Yes Yes 1.98
Pictet-SmartCity Global Large-Cap Blend Equity Yes Yes 1.98
Pictet-SmartCity Global Large-Cap Blend Equity Yes Yes 1.98
Pictet-SmartCity Global Large-Cap Blend Equity Yes Yes 1.98
AB Sustainable US Thematic Equity Other Equity Yes Yes 2.12
AB Sustainable US Thematic Equity Other Equity Yes Yes 0.87
AB Sustainable US Thematic Equity Other Equity Yes Yes 1.67
Pictet - Global Environmental Opps Sector Equity Ecology Yes Yes 2.01
Pictet - Global Environmental Opps Sector Equity Ecology Yes Yes 2.01
Pictet - Global Environmental Opps Sector Equity Ecology Yes Yes 2.01
Pictet - Global Environmental Opps Sector Equity Ecology Yes Yes 2.01
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