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
Allianz Global Investors Fund - Allianz Convertible Bond PT EUR Convertible Bond - Europe No No 0.83
Franklin Technology Fund W (Acc) USD Sector Equity Technology No Yes 0.90
Franklin India Fund S(acc)USD India Equity No No 0.78
BlackRock Global Funds - European Equity Transition Fund A2 USD Hedged Other Equity No Yes 1.83
Natixis International Funds (Lux) I - Ostrum Short Term Global High Income Fund I/A (USD) Global High Yield Bond No 0.70
BlackRock Global Funds - European Special Situations Fund A2 USD Hedged Other Equity No Yes 1.81
Templeton Latin America Fund W(acc)USD Latin America Equity No No 1.31
AB SICAV I - Low Volatility Equity Portfolio AD USD Inc Global Large-Cap Blend Equity No Yes 1.69
BlackRock Global Funds - Fixed Income Global Opportunities Fund A4 EUR Hedged Global Flexible Bond - EUR Hedged No 1.22
JPMorgan Funds - Emerging Markets Equity Fund I (acc) - SGD Global Emerging Markets Equity No Yes 0.91
AB SICAV I - Low Volatility Equity Portfolio AD NZD H Inc Other Equity No Yes 1.69
AB SICAV I - Low Volatility Equity Portfolio AD AUD H Inc Other Equity No Yes 1.69
Franklin India Fund W(acc)EUR India Equity No No 1.02
AB SICAV I - Low Volatility Equity Portfolio AD SGD H Inc Other Equity No Yes 1.69
AB SICAV I - Low Volatility Equity Portfolio A NZD H Acc Other Equity No Yes 1.69
Templeton Eastern Europe Fund W(acc)EUR Other Equity No No 1.52
BNP Paribas Funds Europe Growth Classic RH USD MD-Distribution Other Equity No Yes 1.98
Amundi Funds - US Bond A2 SGD Hgd (C) Other Bond No 1.33
Allianz Strategy 50 A EUR EUR Moderate Allocation - Global No No 1.40
BlackRock Global Funds - Fixed Income Global Opportunities Fund A1 Global Flexible Bond - USD Hedged No 1.22
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