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
|
|---|---|---|---|---|---|---|
| MS INVF Sustainable Emerging Markets Eq | Global Emerging Markets Equity | Yes | Yes | 1.89 | ||
| Alquity Global Impact Fund | Global Large-Cap Blend Equity | Yes | Yes | 3.55 | ||
| HSBC GIF Global Sust Long Term Dividend | Global Equity Income | Yes | Yes | 1.85 | ||
| HSBC GIF Global Sust Long Term Dividend | Global Equity Income | Yes | Yes | 1.85 | ||
| HSBC GIF Global Sust Long Term Dividend | Global Equity Income | Yes | Yes | 1.85 | ||
| HSBC GIF Global Sust Long Term Dividend | Global Equity Income | Yes | Yes | 1.85 | ||
| HSBC GIF Global Sust Long Term Dividend | Global Equity Income | Yes | Yes | 1.85 | ||
| Pictet-Clean Energy | Sector Equity Alternative Energy | Yes | No | 2.00 | ||
| abrdn Global Sustainable Equity Fund | Global Large-Cap Blend Equity | Yes | Yes | 1.69 | ||
| Jupiter Global Ecology Growth | Sector Equity Ecology | Yes | Yes | 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 | 1.21 | ||
| 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 Global Impact Fund | Global Large-Cap Blend Equity | Yes | Yes | 3.55 | ||
| Allianz Global Sustainability | Global Large-Cap Blend Equity | Yes | Yes | 1.10 | ||
| Pictet-SmartCity | Other Equity | Yes | Yes | 2.04 | ||
| HSBC GIF Global Sust Long Term Dividend | Global Equity Income | Yes | Yes | 1.85 | ||
| HSBC GIF Global Sust Long Term Dividend | Global Equity Income | Yes | Yes | 1.85 | ||
| UBS (Lux) SF Yield Sust(USD) | USD Cautious Allocation | Yes | Yes | 1.55 | ||
