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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
Lazard Global Sustainable Equity Fund C Acc GBP Global Large-Cap Growth Equity Yes Yes 0.83
Lazard Global Sustainable Equity Fund C Dist GBP Global Large-Cap Growth Equity Yes Yes 0.83
Impax Environmental Leaders (Ireland) EUR B Accumulation Sector Equity Ecology Yes Yes 1.63
Mirova Funds - Mirova Global Sustainable Equity Fund H-R/A-NPF (CHF) Other Equity Yes Yes 2.05
Schroder International Selection Fund Sustainable Multi-Asset Income A Acc AUD Hedged Other Allocation Yes Yes 1.67
Schroder International Selection Fund Sustainable Multi-Asset Income A Distribution AUD Hedged MF Other Allocation Yes Yes 1.68
Schroder International Selection Fund Sustainable Multi-Asset Income A Acc SGD Hedged Other Allocation Yes Yes 1.67
Schroder International Selection Fund Sustainable Multi-Asset Income A Dis SGD Hedged Other Allocation Yes Yes 1.67
Lazard Global Sustainable Equity Fund A Dist EUR Hedged Other Equity Yes Yes 0.95
Pictet - Global Environmental Opportunities H1Z JPY Other Equity Yes Yes 0.17
Pictet-Clean Energy Transition J dy GBP Sector Equity Alternative Energy Yes No 0.82
BNP Paribas Funds Sustainable Multi-Asset Growth Classic RH MD Inc USD Aggressive Allocation Yes Yes 2.15
BNP Paribas Funds Sustainable Multi-Asset Balanced Classic RH MD Inc USD Moderate Allocation Yes Yes 1.90
Mirova Funds - Mirova Global Sustainable Equity Fund R/A (GBP) Global Large-Cap Growth Equity Yes Yes 1.85
PIMCO GIS Climate Bond Fund Institutional CHF (Hedged) Accumulation Global Corporate Bond - CHF Hedged Yes Yes 0.50
Templeton Emerging Markets Sustainability Fund W (acc) EUR-H1 Other Equity Yes Yes 1.10
Templeton Emerging Markets Sustainability Fund A (acc) EUR-H1 Other Equity Yes Yes 1.90
Templeton Emerging Markets Sustainability Fund I (acc) EUR-H1 Other Equity Yes Yes 0.99
Templeton Emerging Markets Sustainability Fund I (acc) USD Global Emerging Markets Equity Yes Yes 0.99
Templeton Emerging Markets Sustainability Fund W (acc) USD Global Emerging Markets Equity Yes Yes 1.10
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