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
|
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 | ||
| BGF Sustainable Energy Fund | Sector Equity Alternative Energy | Yes | No | 1.21 | ||
| BGF ESG Multi-Asset Fund | EUR Moderate Allocation - Global | Yes | — | 0.97 | ||
| Schroder ISF Global Sustainable Growth | Global Large-Cap Growth Equity | Yes | Yes | 1.64 | ||
| Allianz Global Sustainability | Global Large-Cap Blend Equity | Yes | Yes | 1.10 | ||
| Allianz Global Sustainability | Global Large-Cap Blend Equity | Yes | Yes | 1.00 | ||
| Fidelity Sustainable Global Health Care | Sector Equity Healthcare | Yes | Yes | 1.89 | ||
| Allianz Global Sustainability | Global Large-Cap Blend Equity | Yes | Yes | 1.85 | ||
| BGF Sustainable Energy Fund | Sector Equity Alternative Energy | Yes | No | 1.96 | ||
| Allianz Global Sustainability | Global Large-Cap Blend Equity | Yes | Yes | 1.85 | ||
| BGF ESG Multi-Asset Fund | EUR Moderate Allocation - Global | Yes | — | 1.46 | ||
| MS INVF Sustainable Emerging Markets Eq | Global Emerging Markets Equity | Yes | Yes | 1.89 | ||
| Allianz Global Sustainability | Global Large-Cap Blend Equity | Yes | Yes | 0.66 | ||
| MS INVF Sustainable Emerging Markets Eq | Global Emerging Markets Equity | Yes | Yes | 2.69 | ||
| BNP Paribas Global Environment | Sector Equity Ecology | Yes | Yes | 2.23 | ||
| BNP Paribas Global Environment | Sector Equity Ecology | Yes | Yes | 2.23 | ||
| BNP Paribas Global Environment | Sector Equity Ecology | Yes | Yes | 2.23 | ||
| BGF Sustainable Energy Fund | Sector Equity Alternative Energy | Yes | No | 1.21 | ||
| Fidelity Sustainable Global Health Care | Sector Equity Healthcare | Yes | Yes | 1.04 | ||
| BNP Paribas Global Environment | Sector Equity Ecology | Yes | Yes | 2.23 | ||
