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
MER %
Morningstar Rating for Funds
iProfile Portfolio - Global Neutral Balanced FT Global Neutral Balanced No 0.88
iProfile Portfolio - Global Equity Balanced F Global Equity Balanced No 0.94
iProfile Portfolio - Global Equity Balanced FT Global Equity Balanced No 0.94
Vanguard Global Equity Fund Series F Global Equity Yes 0.62
Fidelity Disruptive Automation Class F Global Equity Yes 1.12
Fidelity Disruptive Automation Class B Global Equity Yes 2.26
Fidelity Disruptive Automation Class S5 Global Equity Yes 2.28
Fidelity Disruptive Automation Class F5 Global Equity Yes 1.14
Fidelity Disruptive Automation Class F8 Global Equity Yes 1.08
Fidelity Disruptive Automation Class S8 Global Equity Yes 2.15
Fidelity Disruptors Class B Global Equity Yes 2.25
Fidelity Disruptors Class F Global Equity Yes 1.13
Fidelity Disruptors Class F5 Global Equity Yes 1.06
Fidelity Disruptors Class F8 Global Equity Yes 1.14
Fidelity Disruptors Class S5 Global Equity Yes 2.22
Fidelity Disruptors Class S8 Global Equity Yes 2.18
Fidelity Disruptive Automation Class B USD Global Equity Yes 2.26
Fidelity Disruptive Automation Class F USD Global Equity Yes 1.12
Fidelity Disruptive Automation Class F5 USD Global Equity Yes 1.14
Fidelity Disruptive Automation Class F8 USD Global Equity Yes 1.08
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