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
BNP Paribas Funds Europe Equity I Capitalisation Europe Large-Cap Blend Equity No 0.96
BNP Paribas Funds Global Bond Opportunities Classic H USD Capitalisation Global Flexible Bond - USD Hedged No Yes 1.19
BNP Paribas Funds US Small CapClassicD US Small-Cap Equity No No 2.21
BNP Paribas Funds China Equity I Capitalisation China Equity No 1.11
Franklin Technology Fund W (Acc) EUR Sector Equity Technology No Yes 0.90
Templeton China Fund W(Ydis)EUR China Equity No Yes 1.40
BNP Paribas Funds US Small CapPrivilegeD US Small-Cap Equity No No 1.21
BNP Paribas Funds Disruptive Technology Privilege Capitalisation Sector Equity Technology No 1.08
BNY Mellon Long-Term Global Equity Fund USD W Acc Hedged Other Equity No 0.82
BlackRock Global Funds - Global Equity Income Fund A6 SGD Hedged Other Equity No No 1.78
BNP Paribas Funds Local Emerging Bond Classic Distribution Global Emerging Markets Bond - Local Currency No Yes 1.85
BlackRock Global Funds - Global Equity Income Fund A8 AUD Hedged Other Equity No No 1.78
BlackRock Global Funds - Global Equity Income Fund D4G EUR Global Equity Income No No 1.04
Ninety One Global Strategy Fund - Global Managed Income Fund A Inc-2 USD USD Cautious Allocation No Yes 1.60
Fidelity Funds - America Fund A-Acc-AUD (hedged) Other Equity No 1.89
Templeton Asian Growth Fund W(Ydis)EUR Asia ex-Japan Equity No Yes 1.21
BlackRock Global Funds - European Fund A2 SGD Hedged Other Equity No 1.82
Fullerton Lux Funds - RMB Bonds A CHF Hedged Cap Other Bond No No 1.14
Schroder International Selection Fund Asian Dividend Maximiser A Distribution EUR Hedged MF Other Equity No 1.91
Schroder International Selection Fund Asian Dividend Maximiser A Distribution EUR M Asia-Pacific ex-Japan Equity Income No 1.88
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