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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
Fidelity Funds - European Growth Fund SR-Acc-SGD Europe Large-Cap Blend Equity No No 1.69
Fidelity Funds - America Fund SR-Acc-USD US Large-Cap Value Equity No No 1.69
DWS Invest Multi Opportunities AUD LCH Other Allocation No No 1.31
DWS Invest Multi Opportunities USD LCH USD Flexible Allocation No No 1.30
BNP Paribas Funds US Small CapClassic EURD US Small-Cap Equity No No 2.21
Amundi Funds - Euroland Equity Small Cap A2 USD (C) Eurozone Mid-Cap Equity No Yes 2.13
Allianz Global Investors Fund - Allianz Total Return Asian Equity A EUR Asia ex-Japan Equity No Yes 2.10
UBS (Lux) Equity Fund - China Opportunity (USD) P AUD Hedged acc Other Equity No Yes 2.47
BNP Paribas Funds Europe GrowthClassic USD Capitalisation Europe Large-Cap Growth Equity No Yes 1.96
Fidelity Funds - China Focus Fund A-Acc-USD China Equity No No 1.91
Fidelity Funds - Asian Special Situations Fund SR-Acc-SGD Asia ex-Japan Equity No Yes 1.73
BlackRock Global Funds - China Fund A2 CNH Hedged Other Equity No Yes 1.83
BlackRock Global Funds - European Special Situations Fund A2 CNH Hedged Other Equity No Yes 1.82
Neuberger Berman US Small Cap Intrinsic Value Fund USD I Accumulating Class US Small-Cap Equity No No 0.96
BlackRock Global Funds - World Healthscience Fund A2 CNH Hedged Other Equity No Yes 1.78
Franklin Global Multi-Asset Income Fund A(Mdis)USD-H1 USD Moderate Allocation No No 1.76
Franklin Global Multi-Asset Income Fund I(Mdis)USD-H1 USD Moderate Allocation No No 0.80
Franklin Global Multi-Asset Income Fund A(Mdis)SGD-H1 Other Allocation No No 1.76
Franklin Diversified Conservative Fund A(Qdis)EUR EUR Cautious Allocation - Global No No 1.50
Franklin Global Multi-Asset Income Fund A(acc)USD-H1 USD Moderate Allocation No No 1.76
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