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
Alquity SICAV - Alquity Asia Fund USD B Class Asia ex-Japan Equity Yes Yes 3.24
Alquity SICAV - Alquity Indian Subcontinent Fund USD B Class India Equity Yes No 3.47
Alquity SICAV - Alquity Indian Subcontinent Fund USD A Class India Equity Yes No 3.60
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) P-4%-mdist USD Moderate Allocation Yes Yes 1.75
Fidelity Funds - Sustainable Emerging Markets Equity Fund A-Inc-EUR Global Emerging Markets Equity Yes Yes 1.93
Jupiter Global Ecology Growth Class D EUR A Inc Dist Sector Equity Ecology Yes Yes 0.71
Fidelity Funds - Sustainable Emerging Markets Equity Fund A-Inc-USD Global Emerging Markets Equity Yes Yes 1.93
Fidelity Funds - Sustainable Emerging Markets Equity Fund I-Acc-USD Global Emerging Markets Equity Yes Yes 0.91
Jupiter Global Ecology Growth Class L EUR A Inc Dist Sector Equity Ecology Yes Yes 1.73
BNP Paribas Funds Green Tigers Classic Capitalisation Sector Equity Ecology Yes Yes 2.23
Fidelity Funds - Sustainable Emerging Markets Equity 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 Yes 1.80
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (HKD) P-4%-mdist USD Moderate Allocation Yes Yes 1.75
Alquity SICAV - Alquity Future World Fund USD B Class Global Emerging Markets Equity Yes Yes 3.05
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (RMB hedged) P-4%-mdist Other Allocation Yes Yes 1.80
Alquity SICAV - Alquity Future World Fund GBP R Class Global Emerging Markets Equity Yes Yes 2.85
UBS (Lux) Strategy Fund - Yield Sustainable (USD) P-acc USD Cautious Allocation Yes Yes 1.55
UBS (Lux) Equity Fund - Emerging Markets Sustainable Leaders (USD) P-acc Global Emerging Markets Equity Yes Yes 2.00
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