From Morningstar: 2025-04-30 04:14:00

Global large-cap sustainable funds outperformed Morningstar Global Target Market Exposure Net Return Index by 5.46% YTD ending April 23, 2025. Market highs in Feb led to a downturn due to weak economy signs and tariff concerns. Top-performing funds delivered returns between 10.98% and 14.93% in Q1 2025, a reversal from six months ago. Morningstar introduced ESG Risk Rating for funds and a new administration altered the landscape. Screening methodology filtered funds based on global large-cap Morningstar Categories and sustainability criteria. Northern Trust World Screened Hedged Equity Index Fund, BlackRock ACS World ESG Insights Equity Fund, and Handelsbanken Global Index Criteria were top global sustainable funds, with Länsförsäkringar Global Index following. Cathay Sustainability High Dividend ETF focused on Taiwan large caps, while Tocqueville Dividende ISR, Tocqueville Value Euro ISR, Ginjer Detox European Equity, Tocqueville Value Europe ISR, and Allianz Actions Euro Innovation Fund were top-performing funds in Q1 2025.



Read more at Morningstar: Global Sustainable Funds Outperform Year to Date