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
Templeton European Small-Mid Cap Fund W(acc)EUR Europe Small-Cap Equity No Yes 1.09
Franklin Technology Fund A (Acc) HKD Sector Equity Technology No Yes 1.78
PIMCO GIS Inflation Multi-Asset Fund E Class EUR (Partially Hedged) Accumulation USD Moderate Allocation No Yes 1.69
JPM Emerging Markets Dividend A (mth) - SGD (hedged) Other Equity No Yes 1.80
PIMCO GIS Inflation Multi-Asset Fund E Class EUR (Partially Hedged) Income USD Moderate Allocation No Yes 1.69
JPMorgan Funds - Emerging Markets Dividend Fund A (mth) - USD Global Emerging Markets Equity No Yes 1.79
UBS (Lux) Equity Fund - China Opportunity (USD) P SGD acc China Equity No Yes 2.42
PIMCO GIS Income Fund Investor USD Income Global Flexible Bond - USD Hedged No Yes 0.90
Franklin Global Multi-Asset Income Fund A(Ydis)EUR EUR Moderate Allocation - Global No No 1.76
Franklin Global Multi-Asset Income Fund I(acc)EUR EUR Moderate Allocation - Global No No 0.80
Franklin Global Multi-Asset Income Fund N(acc)EUR EUR Moderate Allocation - Global No No 2.26
Franklin Global Multi-Asset Income Fund A(acc)EUR EUR Moderate Allocation - Global No No 1.76
PIMCO GIS Total Return Bond Fund Institutional CAD (Hedged) Income Other Bond No Yes 0.50
PIMCO GIS Income Fund E Class RMB (Hedged) Income Other Bond No Yes 1.45
Franklin Global Multi-Asset Income Fund A(Qdis)EUR EUR Moderate Allocation - Global No No 1.76
BNP Paribas Funds Disruptive Technology Classic USD-Distribution Sector Equity Technology No Yes 1.96
JPM Emerging Markets Dividend A (irc) - AUD (hedged) Other Equity No Yes 1.79
BNP Paribas Funds Europe Equity Classic Capitalisation Europe Large-Cap Blend Equity No Yes 1.96
BNP Paribas Funds Asia Ex-Japan Equity Classic EUR Distribution Asia ex-Japan Equity No Yes 1.96
BNP Paribas Funds US Small CapClassicR US Small-Cap Equity No No 2.21
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