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
Fidelity Funds - Sustainable Health Care Fund Y-Acc-EUR Sector Equity Healthcare Yes Yes 1.04
BNP Paribas Funds - Global Environment Classic Capitalisation Sector Equity Ecology Yes Yes 2.23
BNP Paribas Funds - Global Environment Classic Distribution Sector Equity Ecology Yes Yes 2.23
Invesco Funds - Invesco Energy Transition Fund Class C (EUR hedged) accumulation - EUR Other Equity Yes No 0.90
Invesco Funds - Invesco Energy Transition Fund Class A (EUR hedged) accumulation - EUR Other Equity Yes No 1.35
Pictet-Timber HP EUR Other Equity Yes No 2.05
Pictet-Timber P USD Sector Equity Natural Resources Yes No 2.00
Pictet-Timber P EUR Sector Equity Natural Resources Yes No 2.00
AB SICAV I-Sustainable Global Thematic Portfolio C Acc Global Large-Cap Growth Equity Yes Yes 2.35
Invesco Funds - Invesco Energy Transition Fund Class A annual distribution - USD Sector Equity Alternative Energy Yes No 1.35
BlackRock Global Funds - ESG Multi-Asset Fund A2 USD Hedged USD Moderate Allocation Yes Yes 1.52
BlackRock Global Funds - ESG Multi-Asset Fund C2 USD Hedged USD Moderate Allocation Yes Yes 2.77
Pictet - SmartCity P USD Global Large-Cap Blend Equity Yes Yes 1.97
Pictet - SmartCity P dy EUR Global Large-Cap Blend Equity Yes Yes 1.97
Pictet - SmartCity P EUR Global Large-Cap Blend Equity Yes Yes 1.97
Pictet - SmartCity P dy USD Global Large-Cap Blend Equity Yes Yes 1.97
AB SICAV I –Sustainable US Thematic Portfolio Class C EURH Acc Other Equity Yes Yes 2.16
AB SICAV I –Sustainable US Thematic Portfolio Class I EURH Acc Other Equity Yes Yes 0.91
AB SICAV I –Sustainable US Thematic Portfolio Class A EURH Acc Other Equity Yes Yes 1.70
Pictet - Global Environmental Opportunities P dy USD Sector Equity Ecology Yes Yes 2.00
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