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.
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Fund Name
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Morningstar Category
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Sustainable Investment
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Sustainability Rating
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Low Carbon Designation
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Representative Cost
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Morningstar Rating for Funds
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|---|---|---|---|---|---|---|
| Pictet-Clean Energy | Sector Equity Alternative Energy | Yes | No | 2.01 | ||
| Jupiter Global Ecology Growth | Sector Equity Ecology | Yes | No | 1.75 | ||
| HSBC GIF Global Equity Climate Change | Global Large-Cap Blend Equity | Yes | No | 1.85 | ||
| BGF Sustainable Energy Fund | Sector Equity Alternative Energy | Yes | No | 1.24 | ||
| Pictet SmartCity | Global Large-Cap Blend Equity | Yes | Yes | 1.58 | ||
| Schroder ISF Global Sustainable Growth | Global Large-Cap Growth Equity | Yes | Yes | 1.65 | ||
| Allianz Global Sustainability | Global Large-Cap Growth Equity | Yes | Yes | 1.10 | ||
| Pictet SmartCity | Other Equity | Yes | Yes | 2.03 | ||
| Allianz Green Bond | Global Bond - EUR Hedged | Yes | — | 0.43 | ||
| Allianz Green Bond | Global Bond - EUR Hedged | Yes | — | 0.61 | ||
| Allianz Global Sustainability | Global Large-Cap Growth Equity | Yes | Yes | 1.00 | ||
| Allianz Global Sustainability | Global Large-Cap Growth Equity | Yes | Yes | 1.85 | ||
| BGF Sustainable Energy Fund | Sector Equity Alternative Energy | Yes | No | 1.99 | ||
| Allianz Global Sustainability | Global Large-Cap Growth Equity | Yes | Yes | 1.85 | ||
| Jupiter Global Ecology Growth | Sector Equity Ecology | Yes | No | 1.75 | ||
| Allianz Global Sustainability | Global Large-Cap Growth Equity | Yes | Yes | 0.66 | ||
| AB FCP I Sustabl US Thmtc prflio | US Large-Cap Growth Equity | Yes | Yes | 2.75 | ||
| AB FCP I Sustabl US Thmtc prflio | US Large-Cap Growth Equity | Yes | Yes | 1.75 | ||
| AB FCP I Sustabl US Thmtc prflio | US Large-Cap Growth Equity | Yes | Yes | 0.95 | ||
| AB FCP I Sustabl US Thmtc prflio | US Large-Cap Growth Equity | Yes | Yes | 2.20 | ||
