Sustainable Investment Funds

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
Representative Cost
Morningstar Rating for Funds
BNP Paribas Funds - Global Environment Classic USD Capitalisation Sector Equity Ecology Yes Yes 2.21
UBS (Lux) Equity SICAV - US Total Yield Sustainable (USD) P-dist US Equity Income Yes No 1.57
UBS (Lux) Equity SICAV - US Total Yield Sustainable (USD) (CHF hedged) P-acc Other Equity Yes No 1.62
UBS (Lux) Equity SICAV - US Total Yield Sustainable (USD) (CHF hedged) P-dist Other Equity Yes No 1.62
UBS (Lux) Equity SICAV - US Total Yield Sustainable (USD) (EUR hedged) P-acc Other Equity Yes No 1.62
UBS (Lux) Equity SICAV - US Total Yield Sustainable (USD) P-acc US Equity Income Yes No 1.57
FF - Global Healthcare Fund A-Acc-USD Sector Equity Healthcare Yes Yes 1.89
UBS (Lux) Equity SICAV - US Total Yield Sustainable (USD) (EUR hedged) P-dist Other Equity Yes No 1.62
BNP Paribas Funds Green Tigers Classic Distribution Sector Equity Ecology Yes Yes 2.21
BNP Paribas Funds Green Tigers Classic EUR Distribution Sector Equity Ecology Yes Yes 2.21
BNP Paribas Funds Green Tigers Classic EUR Capitalisation Sector Equity Ecology Yes Yes 2.21
BlackRock Global Funds - Sustainable Energy Fund A4 Sector Equity Alternative Energy Yes No 1.97
UBS (Lux) Equity SICAV - US Total Yield Sustainable (USD) P-mdist US Equity Income Yes No 1.57
abrdn SICAV I - European Sustainable Equity Fund A Acc USD Europe Large-Cap Growth Equity Yes Yes 1.67
Pictet - SmartCity HP dy AUD Other Equity Yes Yes 2.02
AB SICAV I –Sustainable US Thematic Portfolio Class A Acc US Large-Cap Growth Equity Yes Yes 1.70
FF - Europe Equity ESG Fund A-Acc-USD (hedged) Other Equity Yes No 1.94
UBS (Lux) Strategy SICAV - Income Sustainable (USD) P-acc USD Cautious Allocation Yes No 1.42
Alquity SICAV - Alquity Indian Subcontinent Fund USD B Class India Equity Yes 3.47
FF - Emerging Markets Equity ESG Fund A-Inc-EUR Global Emerging Markets Equity Yes Yes 1.93
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