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
AB - Concentrated US Equity Portfolio A EUR H Acc Other Equity No Yes 1.80
Franklin Euro Short Duration Bond Fund A(Ydis)EUR EUR Diversified Bond - Short Term No 0.60
BlackRock Global Funds - China Fund A2 AUD Hedged Other Equity No Yes 1.84
BlackRock Global Funds - European Special Situations Fund A2 GBP Hedged Other Equity No Yes 1.83
Neuberger Berman US Small Cap Fund USD I Distributing Class US Small-Cap Equity No No 0.98
BlackRock Global Funds - European Fund A2 GBP Hedged Other Equity No Yes 1.81
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 1.50
BlackRock Global Funds - European Fund A2 CAD Hedged Other Equity No Yes 1.81
BlackRock Global Funds - World Healthscience Fund A2 AUD Hedged Other Equity No Yes 1.78
BlackRock Global Funds - US Mid-Cap Value Fund A2 AUD Hedged Other Equity No No 1.83
BlackRock Global Funds - European Fund A2 NZD Hedged Other Equity No Yes 1.81
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 - Global Equity Income Fund A8 ZAR Hedged Other Equity No No 1.82
BlackRock Global Funds - Latin American Fund A2 AUD Hedged Other Equity No No 2.08
BlackRock Global Funds - European Fund A2 AUD Hedged Other Equity No Yes 1.81
Concentra P EUR Germany Equity No Yes 0.95
Ninety One Global Strategy Fund - Global Franchise Fund A Inc-2 AUD Hedged (IRD) Other Equity No Yes 2.00
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