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
BlackRock Global Funds - Global Equity Income Fund D2 EUR Hedged Other Equity No No 1.03
Franklin Global Multi-Asset Income Fund A(acc)EUR EUR Moderate Allocation - Global No 1.76
BlackRock Global Funds - Global Equity Income Fund D2 PLN Hedged Other Equity No No 1.05
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 1.76
BNP Paribas Funds Disruptive Technology Classic USD-Distribution Sector Equity Technology No 1.98
JPM Emerging Markets Dividend A (irc) - AUD (hedged) Other Equity No 1.81
BNP Paribas Funds Europe Equity Classic Capitalisation Europe Large-Cap Blend Equity No 1.98
BNP Paribas Funds US Small CapClassicR US Small-Cap Equity No No 2.21
Dimensional World Allocation 40/60 Fund EUR Accumulation EUR Cautious Allocation - Global No 0.30
BNP Paribas Funds Local Emerging Bond Classic EUR Capitalisation Global Emerging Markets Bond - Local Currency No Yes 1.85
BlackRock Global Funds - Euro-Markets Fund D2 CHF Hedged Other Equity No 1.06
BNP Paribas Funds China Equity Classic EUR Distribution China Equity No 2.23
BNP Paribas Funds India Equity I Capitalisation India Equity No 1.11
BNP Paribas Funds India Equity Classic EUR Distribution India Equity No 2.23
BNP Paribas Funds Europe Equity Classic Distribution Europe Large-Cap Blend Equity No 1.98
BNP Paribas Funds Local Emerging Bond Classic RH EUR Distribution Other Bond No Yes 1.85
BNP Paribas Funds India Equity Privilege Capitalisation India Equity No 1.23
BNP Paribas Funds Global Bond Opportunities I Capitalisation Global Flexible Bond - EUR Hedged No Yes 0.54
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