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
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 1.55
UBS (Lux) ES US Total Yield Sust (USD) Other Equity Yes Yes 1.60
UBS (Lux) ES US Total Yield Sust (USD) Other Equity Yes Yes 1.59
UBS (Lux) ES US Total Yield Sust (USD) US Equity Income Yes Yes 1.55
UBS (Lux) ES US Total Yield Sust (USD) Other Equity Yes Yes 1.60
BNP Paribas Sustainable Glbl Low Vol Eq Global Large-Cap Blend Equity Yes Yes 1.08
BNP Paribas Sustainable Glbl Low Vol Eq Global Large-Cap Blend Equity Yes Yes 1.98
BNP Paribas Sustainable Glbl Low Vol Eq Global Large-Cap Blend Equity Yes Yes 1.98
BNP Paribas Sustainable Glbl Low Vol Eq Global Large-Cap Blend Equity Yes Yes 1.98
BNP Paribas Sustainable Glbl Low Vol Eq Global Large-Cap Blend Equity Yes Yes 1.98
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
Aberdeen European Sustainable Eq Fd Europe Large-Cap Growth Equity Yes Yes 1.69
Pictet-SmartCity Other Equity Yes Yes 2.03
Pictet-SmartCity Other Equity Yes Yes 2.03
AB Sustainable US Thematic Equity US Large-Cap Growth Equity Yes Yes 1.67
Fidelity Sustainable Europe Equity Fund Other Equity Yes No 1.93
© Copyright 2022 Morningstar Asia Ltd. All rights reserved.

Terms of Use        Privacy Policy