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
|
Morningstar Category
|
Sustainable Investment
|
Sustainability Rating
|
Low Carbon Designation
|
Representative Cost
|
Morningstar Rating for Funds
|
|---|---|---|---|---|---|---|
| Alquity Indian Subcontinent Fund | India Equity | Yes | — | 3.71 | ||
| Allianz Euroland Equity Growth | Eurozone Large-Cap Equity | Yes | Yes | 1.85 | ||
| Allianz Euroland Equity Growth | Eurozone Large-Cap Equity | Yes | Yes | 1.85 | ||
| Pictet-Clean Energy | Sector Equity Alternative Energy | Yes | No | 2.01 | ||
| Jupiter Global Ecology Growth | Sector Equity Ecology | Yes | No | 1.74 | ||
| HSBC GIF Global Equity Climate Change | Global Large-Cap Blend Equity | Yes | Yes | 1.85 | ||
| BGF Sustainable Energy Fund | Sector Equity Alternative Energy | Yes | No | 1.22 | ||
| Pictet-SmartCity | Global Large-Cap Blend Equity | Yes | Yes | 1.58 | ||
| Schroder ISF Global Sustainable Growth | Global Large-Cap Growth Equity | Yes | Yes | 1.64 | ||
| Alquity Indian Subcontinent Fund | India Equity | Yes | — | 3.71 | ||
| Allianz Europe Equity Growth Select | Other Equity | Yes | Yes | 1.85 | ||
| Allianz Europe Equity Growth Select | Other Equity | Yes | Yes | 1.86 | ||
| Allianz Europe Equity Growth Select | Other Equity | Yes | Yes | 1.85 | ||
| Allianz Global Sustainability | Global Large-Cap Blend Equity | Yes | Yes | 1.10 | ||
| Allianz Europe Equity Growth Select | Europe Large-Cap Growth Equity | Yes | Yes | 0.51 | ||
| Pictet-SmartCity | Other Equity | Yes | Yes | 2.03 | ||
| Allianz Euroland Equity Growth | Eurozone Large-Cap Equity | Yes | Yes | 0.71 | ||
| Allianz Europe Equity Growth Select | Other Equity | Yes | Yes | 0.95 | ||
| Allianz Euroland Equity Growth | Other Equity | Yes | Yes | 1.00 | ||
| Allianz Euroland Equity Growth | Eurozone Large-Cap Equity | Yes | Yes | 1.00 | ||
