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 - Fixed Income Global Opportunities Fund A2 SEK Hedged Other Bond No 1.20
UBS (Lux) Key Selection SICAV - European Growth and Income (EUR) (GBP hedged) P-8%-mdist GBP Allocation 40-60% Equity No No 1.82
Schroder International Selection Fund Asian Dividend Maximiser A Distribution SGD Hedged M Other Equity No Yes 1.96
Schroder International Selection Fund Asian Dividend Maximiser A Distribution AUD Hedged MFC Other Equity No Yes 1.95
PIMCO GIS Income Fund Institutional SGD (Hedged) Income Other Bond No Yes 0.55
PIMCO GIS Income Fund Institutional CHF (Hedged) Accumulation Global Flexible Bond - CHF Hedged No Yes 0.55
BlackRock Global Funds - Fixed Income Global Opportunities Fund A4 USD Global Flexible Bond - USD Hedged No 1.20
Schroder International Selection Fund Emerging Markets C Distribution USD Global Emerging Markets Equity No Yes 1.06
Schroder International Selection Fund US Large Cap A Accumulation USD US Large-Cap Blend Equity No Yes 1.58
Schroder International Selection Fund EURO Equity C Distribution EUR Eurozone Large-Cap Equity No Yes 1.03
Franklin Mutual U.S. Value Fund N(acc)USD US Large-Cap Value Equity No No 2.58
Schroder International Selection Fund US Large Cap A Distribution USD AV US Large-Cap Blend Equity No Yes 1.58
Schroder International Selection Fund US Large Cap C Distribution USD US Large-Cap Blend Equity No Yes 0.83
Schroder International Selection Fund Emerging Markets Debt Total Return C Distribution USD AV Global Emerging Markets Bond - Local Currency No 1.22
Schroder International Selection Fund Asian Bond Total Return C Accumulation USD Asia Bond No No 0.92
Goldman Sachs Eurozone Equity Income - P Cap EUR Eurozone Large-Cap Equity No No 1.80
Templeton Latin America Fund N(acc)USD Latin America Equity No No 2.74
BlackRock Global Funds - European Fund A2 Europe Large-Cap Growth Equity No Yes 1.82
BNP Paribas Funds Euro Bond Classic Distribution EUR Diversified Bond No No 1.12
BNP Paribas Funds Europe Convertible Classic Distribution Convertible Bond - Europe No No 1.61
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