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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
Schroder ISF Global Sustainable Growth Other Equity Yes Yes 1.67
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 1.67
Invesco Energy Transition Fund Sector Equity Alternative Energy Yes No 1.35
Hang Seng Corporate Sustnby Idx Fd Hong Kong Equity Yes No 1.38
Schroder ISF Global Sustainable Growth Other Equity Yes Yes 1.67
AB Sustainable US Thematic Equity Other Equity Yes Yes 1.67
AB Sustainable US Thematic Equity Other Equity Yes Yes 1.67
AB Sustainable US Thematic Equity Other Equity Yes Yes 1.67
BGF Sustainable Energy Fund Sector Equity Alternative Energy Yes No 1.21
BNP Paribas Global Environment Sector Equity Ecology Yes Yes 2.23
UBS (Lux) ES US Total Yield Sust (USD) US Equity Income Yes Yes 1.56
UBS (Lux) ES US Total Yield Sust (USD) Other Equity Yes Yes 1.61
UBS (Lux) ES US Total Yield Sust (USD) US Equity Income Yes Yes 1.56
UBS (Lux) ES US Total Yield Sust (USD) Other Equity Yes Yes 1.61
BGF Sustainable Energy Fund Sector Equity Alternative Energy Yes No 1.97
UBS (Lux) ES US Total Yield Sust (USD) US Equity Income Yes Yes 1.56
abrdn European Sustainable Eq Fd Europe Large-Cap Growth Equity Yes Yes 1.69
Pictet-SmartCity Other Equity Yes Yes 2.03
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