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 SICAV I –Sustainable US Thematic Portfolio Class A Acc US Large-Cap Growth Equity Yes Yes 1.70
FF - Europe Equity ESG Fund A-Acc-USD (hedged) Other Equity Yes No 1.94
UBS (Lux) Strategy SICAV - Income Sustainable (USD) P-acc USD Cautious Allocation Yes Yes 1.40
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) P-mdist USD Moderate Allocation Yes No 1.80
Alquity SICAV - Alquity Indian Subcontinent Fund USD B Class India Equity Yes No 3.47
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) P-4%-mdist USD Moderate Allocation Yes No 1.80
FF - Emerging Markets Equity ESG Fund A-Inc-EUR Global Emerging Markets Equity Yes Yes 1.93
FF - Emerging Markets Equity ESG Fund A-Inc-USD Global Emerging Markets Equity Yes Yes 1.93
FF - Emerging Markets Equity ESG Fund I-Acc-USD Global Emerging Markets Equity Yes Yes 0.91
BNP Paribas Funds Green Tigers Classic Capitalisation Sector Equity Ecology Yes Yes 2.21
FF - Emerging Markets Equity ESG Fund A-Acc-USD Global Emerging Markets Equity Yes Yes 1.93
Pictet - SmartCity HP dy USD Other Equity Yes Yes 2.02
Pictet - SmartCity HP USD Other Equity Yes Yes 2.02
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (AUD hedged) P-4%-mdist Other Allocation Yes No 1.80
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (HKD) P-4%-mdist USD Moderate Allocation Yes No 1.70
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (RMB hedged) P-4%-mdist Other Allocation Yes No 1.80
UBS (Lux) Strategy Fund - Yield Sustainable (USD) P-acc USD Cautious Allocation Yes No 1.60
UBS (Lux) Equity Fund - Emerging Markets Sustainable Leaders (USD) P-acc Global Emerging Markets Equity Yes Yes 2.00
UBS (Lux) Strategy Fund - Growth Sustainable (USD) P-acc USD Aggressive Allocation Yes No 2.00
Invesco Funds - Invesco Energy Transition Enablement Fund Class C accumulation - USD Sector Equity Alternative Energy Yes Yes 0.90
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