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 Global Multi-Asset Income Fund A(acc)USD-H1 USD Flexible Allocation No No 1.76
Franklin Diversified Balanced Fund I(Qdis)EUR EUR Moderate Allocation - Global No No 0.86
BlackRock Global Funds - Fixed Income Global Opportunities Fund D4 CAD Hedged Other Bond No 0.72
BlackRock Global Funds - European Equity Transition Fund A2 SGD Other Equity No Yes 1.83
DWS Invest Multi Opportunities AUD LDMH Other Allocation No No 1.49
DWS Invest Multi Opportunities USD LDMH USD Flexible Allocation No No 1.51
Dimensional World Allocation 20/80 Fund GBP Accumulation GBP Allocation 0-20% Equity No No 0.30
Dimensional World Allocation 20/80 Fund GBP Distributing GBP Allocation 0-20% Equity No No 0.30
Dimensional World Allocation 20/80 Fund USD Accumulation USD Cautious Allocation No No 0.30
Dimensional World Allocation 20/80 Fund EUR Accumulation EUR Cautious Allocation - Global No No 0.30
United Global Healthcare Fund - Class USD Dist Sector Equity Healthcare No Yes 1.99
Allianz Global Investors Fund - Allianz Europe Income and Growth AM EUR EUR Flexible Allocation No No 1.55
Fidelity Funds - China Focus Fund Y-DIST-SGD China Equity No No 1.06
BlackRock Global Funds - Fixed Income Global Opportunities Fund D4 GBP Hedged Global Flexible Bond - GBP Hedged No 0.72
Franklin Global Multi-Asset Income Fund W(Ydis)EUR EUR Flexible Allocation - Global No No 0.86
Franklin Diversified Balanced Fund W(Ydis)EUR EUR Moderate Allocation - Global No No 0.92
CT (Lux) - Global Multi Asset Income Class AUP (USD Distribution Shares) USD Moderate Allocation No 1.55
CT (Lux) - UK Equities Class ZGP GBP Distribution Shares UK Large-Cap Equity No No 1.05
CT (Lux) - UK Equities Class ZEH EUR Accumulation Hedged Shares Other Equity No No 1.05
PIMCO GIS Income Fund Administrative EUR (Hedged) Accumulation Global Flexible Bond - EUR Hedged No Yes 1.10
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