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
|
Ongoing Charges (%)
|
Morningstar Rating for Funds
|
---|---|---|---|---|---|---|
Polar Capital Funds PLC - Smart Energy Fund R Accumulation | Sector Equity Alternative Energy | Yes | Yes | 1.63 | ||
PIMCO GIS Climate Bond Fund Administrative SEK (Hedged) Accumulation | Other Bond | Yes | Yes | 1.02 | ||
Lazard Global Thematic Focus Fund C Dist GBP | Global Large-Cap Growth Equity | Yes | Yes | 0.82 | ||
Lazard Global Thematic Focus Fund C Acc USD | Global Large-Cap Growth Equity | Yes | Yes | 0.82 | ||
Wellington European Stewards Fund Class EUR D Ac | Europe Large-Cap Blend Equity | Yes | No | 1.19 | ||
Wellington European Stewards Fund ClassEUR DL Ac | Europe Large-Cap Blend Equity | Yes | No | 1.75 | ||
Wellington European Stewards Fund Class EUR E Ac | Europe Large-Cap Blend Equity | Yes | No | 0.4 | ||
Wellington European Stewards Fund Class EUR N Ac | Europe Large-Cap Blend Equity | Yes | No | 0.69 | ||
Wellington European Stewards Fund Class EUR S Ac | Europe Large-Cap Blend Equity | Yes | No | 0.5 | ||
M&G (Lux) Diversity and Inclusion Fund EUR A Acc | Global Large-Cap Blend Equity | Yes | Yes | 1.99 | ||
M&G (Lux) Diversity and Inclusion Fund EUR A Inc | Global Large-Cap Blend Equity | Yes | Yes | 1.98 | ||
M&G (Lux) Diversity and Inclusion Fund EUR C Acc | Global Large-Cap Blend Equity | Yes | Yes | 0.98 | ||
M&G (Lux) Diversity and Inclusion Fund EUR C Inc | Global Large-Cap Blend Equity | Yes | Yes | 0.98 | ||
M&G (Lux) Diversity and Inclusion Fund EUR CI Acc | Global Large-Cap Blend Equity | Yes | Yes | 0.95 | ||
M&G (Lux) Diversity and Inclusion Fund EUR L Acc | Global Large-Cap Blend Equity | Yes | Yes | 0.54 | ||
M&G (Lux) Diversity and Inclusion Fund USD A Acc | Global Large-Cap Blend Equity | Yes | Yes | 2 | ||
M&G (Lux) Diversity and Inclusion Fund USD C Acc | Global Large-Cap Blend Equity | Yes | Yes | 1 | ||
M&G (Lux) Diversity and Inclusion Fund USD CI Acc | Global Large-Cap Blend Equity | Yes | Yes | 0.96 | ||
M&G (Lux) Diversity and Inclusion Fund USD L Acc | Global Large-Cap Blend Equity | Yes | Yes | 0.54 | ||
Wellington Global Impact Bond Fund NOK S Ac Hedged | Global Diversified Bond - NOK Hedged | Yes | — | 0.4 | ||