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
Natixis AM Funds - Ostrum Global MinVol Equity I/A (H-USD) Other Equity No No 0.74
BlackRock Global Funds - Fixed Income Global Opportunities Fund A3 Global Flexible Bond - USD Hedged No 1.20
Fidelity Funds - European Dividend Fund A-MINCOME(G)-USD (hedged) Other Equity No No 1.94
Fidelity Funds - European Growth Fund A-Acc-USD (hedged) Other Equity No No 1.89
AB - Concentrated US Equity Portfolio I USD Acc US Large-Cap Growth Equity No Yes 0.94
JPM Japan Equity A (acc) - USD (hedged) Other Equity No Yes 1.74
AB - Concentrated US Equity Portfolio A USD Acc US Large-Cap Growth Equity No Yes 1.79
BlackRock Global Funds - Fixed Income Global Opportunities Fund A2 JPY Hedged Other Bond No 1.21
AB - Concentrated US Equity Portfolio I EUR H Acc Other Equity No Yes 0.94
AB - Concentrated US Equity Portfolio A AUD H Acc Other Equity No Yes 1.79
AB - Concentrated US Equity Portfolio I GBP H Acc Other Equity No Yes 0.94
UBS (Lux) Equity Fund - China Opportunity (USD) P HKD acc China Equity No Yes 2.42
Natixis International Funds (Lux) I - Ostrum Short Term Global High Income Fund R/A (H-EUR) Global High Yield Bond - EUR Hedged No 1.44
AB - Concentrated US Equity Portfolio S1 EUR H Acc Other Equity No Yes 0.83
PIMCO GIS Income Fund E Class CHF (Hedged) Income Global Flexible Bond - CHF Hedged No Yes 1.45
AB - Concentrated US Equity Portfolio A EUR H Acc Other Equity No Yes 1.79
BlackRock Global Funds - China Fund A2 AUD Hedged Other Equity No Yes 1.82
BlackRock Global Funds - European Special Situations Fund A2 GBP Hedged Other Equity No Yes 1.82
Neuberger Berman US Small Cap Fund USD I Distributing Class US Small-Cap Equity No No 0.96
BlackRock Global Funds - European Fund A2 GBP Hedged Other Equity No Yes 1.82
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