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 - European Special Situations Fund A2 CAD Hedged Other Equity No Yes 1.82
PIMCO GIS Income Fund E Class CHF (Hedged) Accumulation Global Flexible Bond - CHF Hedged No Yes 1.45
BlackRock Global Funds - European Fund A2 CAD Hedged Other Equity No Yes 1.82
BlackRock Global Funds - World Healthscience Fund A2 AUD Hedged Other Equity No Yes 1.77
BlackRock Global Funds - US Mid-Cap Value Fund A2 AUD Hedged Other Equity No No 1.79
BlackRock Global Funds - European Fund A2 NZD Hedged Other Equity No Yes 1.82
AB - Concentrated US Equity Portfolio I SGD H Acc Other Equity No Yes 0.94
AB - Concentrated US Equity Portfolio I AUD H Acc Other Equity No Yes 0.94
AB - Concentrated US Equity Portfolio A SGD H Acc Other Equity No Yes 1.79
BlackRock Global Funds - Latin American Fund A2 AUD Hedged Other Equity No No 2.07
BlackRock Global Funds - European Fund A2 AUD Hedged Other Equity No Yes 1.82
Ninety One Global Strategy Fund - Global Franchise Fund A Inc-2 AUD Hedged (IRD) Other Equity No Yes 2.00
Fidelity Funds - Global Technology Fund W-Acc-GBP Sector Equity Technology No Yes 1.04
BlackRock Global Funds - European Special Situations Fund A2 AUD Hedged Other Equity No Yes 1.82
Nordea 1 - Stable Return Fund HB USD USD Moderate Allocation No Yes 1.81
StocksPLUS™ Fund E EUR (Hedged) Accumulation Other Equity No Yes 1.45
JPMorgan Funds - Japan Equity Fund A (dist) - SGD Japan Large-Cap Growth Equity No Yes 1.79
Ninety One Global Strategy Fund - Global Franchise Fund A Acc HKD Global Large-Cap Growth Equity No Yes 1.90
UBS (Lux) Key Selection SICAV - European Growth and Income (EUR) (SGD hedged) P-8%-mdist Other Allocation No No 1.82
Neuberger Berman US Long Short Equity Fund USD A1 Accumulating Class Long/Short Equity - US No No 1.96
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