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
Fidelity Funds - Sustainable Asia Equity Fund A-DIST-USD SGD Asia ex-Japan Equity Yes Yes 1.92
HSBC Global Investment Funds - Global Equity Climate Change AD Sector Equity Ecology Yes Yes 1.85
BlackRock Global Funds - Sustainable Energy Fund D4 GBP Sector Equity Alternative Energy Yes No 1.23
BlackRock Global Funds - ESG Multi-Asset Fund D2 EUR EUR Moderate Allocation - Global Yes Yes 0.98
Schroder International Selection Fund Global Sustainable Growth A Accumulation USD Global Large-Cap Growth Equity Yes Yes 1.64
Allianz Global Investors Fund - Allianz Global Sustainability RT EUR Global Large-Cap Blend Equity Yes No 1.10
Fidelity Funds - Sustainable Asia Equity Fund SR-Acc-SGD Asia ex-Japan Equity Yes Yes 1.72
Allianz Global Investors Fund - Allianz Global Sustainability P EUR Global Large-Cap Blend Equity Yes No 1.00
Fidelity Funds - Sustainable Global Dividend Plus Fund A-EUR Global Equity Income Yes No 1.95
Fidelity Funds - Sustainable Asia Equity Fund A-DIST-USD Asia ex-Japan Equity Yes Yes 1.92
Fidelity Funds - Sustainable Health Care Fund A-DIST-EUR Sector Equity Healthcare Yes Yes 1.89
Allianz Global Investors Fund - Allianz Global Sustainability A USD Global Large-Cap Blend Equity Yes No 1.85
BlackRock Global Funds - Sustainable Energy Fund A2 Sector Equity Alternative Energy Yes No 1.98
Allianz Global Investors Fund - Allianz Global Sustainability A EUR Global Large-Cap Blend Equity Yes No 1.85
BlackRock Global Funds - ESG Multi-Asset Fund A2 EUR EUR Moderate Allocation - Global Yes Yes 1.53
Fidelity Funds - Sustainable US Equity Fund A-USD US Large-Cap Blend Equity Yes Yes 1.93
Schroder International Selection Fund European Special Situations A Accumulation EUR Europe Large-Cap Growth Equity Yes Yes 2.31
Schroder International Selection Fund European Special Situations C Distribution EUR AV Europe Large-Cap Growth Equity Yes Yes 1.48
BNP Paribas Funds - Global Environment Classic Distribution USD Sector Equity Ecology Yes Yes 2.23
HSBC Global Investment Funds - Global Equity Climate Change AD JPY Sector Equity Ecology Yes Yes 1.85
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