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
Franklin Diversified Dynamic Fund I(acc)EUR EUR Aggressive Allocation - Global No No 0.94
Franklin Diversified Dynamic Fund A(Ydis)EUR EUR Aggressive Allocation - Global No No 1.78
Franklin Diversified Dynamic Fund A(acc)EUR EUR Aggressive Allocation - Global No No 1.78
BlackRock Global Funds - Continental European Flexible Fund D4 Europe ex-UK Equity No Yes 1.07
Allianz Global Investors Fund - Allianz Europe Equity Growth Select R EUR Europe Large-Cap Growth Equity No Yes 1.11
PIMCO GIS Income Fund Investor EUR (Hedged) Accumulation Global Flexible Bond - EUR Hedged No Yes 0.90
BlackRock Global Funds - European Fund A2 CNH Hedged Other Equity No Yes 1.82
Franklin Diversified Balanced Fund A(acc)EUR EUR Moderate Allocation - Global No No 1.63
Natixis International Funds (Lux) I - Ostrum Euro High Income Fund R/A (H-USD) Other Bond No 1.37
BlackRock Global Funds - Global Equity Income Fund A8 CNH Hedged Other Equity No No 1.82
Natixis International Funds (Lux) I - Ostrum Euro High Income Fund H-R/D (USD) Other Bond No 1.30
Nordea 1 - Stable Return Fund HM SGD Other Allocation No Yes 1.81
Nordea 1 - Stable Return Fund HM USD USD Moderate Allocation No Yes 1.81
Franklin India Fund A(acc)EUR-H1 Other Equity No No 1.83
Fidelity Funds - America Fund SR-Acc-SGD (hedged) Other Equity No No 1.69
UBS (Lux) Equity Fund - China Opportunity (USD) P-AUD Hedged mdist Other Equity No Yes 2.50
Fidelity Funds - Global Multi Asset Defensive Fund A-Acc-SGD EUR Cautious Allocation - Global No 1.41
Fidelity Funds - America Fund SR-Acc-SGD US Large-Cap Value Equity No No 1.69
Fidelity Funds - Emerging Markets Fund SR-Acc-SGD Global Emerging Markets Equity No Yes 1.73
Goldman Sachs Eurozone Equity Income - P Cap CHF (hedged i) Other Equity No No 1.82
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