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
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 1.14
BNP Paribas Funds Europe Convertible Classic Distribution Convertible Bond - Europe No No 1.63
Schroder International Selection Fund US Large Cap C Accumulation USD US Large-Cap Blend Equity No Yes 0.83
JPMorgan Funds - US Aggregate Bond Fund A (dist) - USD USD Diversified Bond No 1.10
Schroder International Selection Fund EURO Equity C Accumulation EUR Eurozone Large-Cap Equity No Yes 1.03
UBS (Lux) Equity Fund - China Opportunity (USD) P-acc China Equity No Yes 2.40
BNP Paribas Funds Euro Bond Classic Capitalisation EUR Diversified Bond No No 1.14
Schroder International Selection Fund Emerging Markets C Accumulation USD Global Emerging Markets Equity No Yes 1.06
CT (Lux) - Global Dynamic Real Return Class AU USD USD Moderate Allocation No Yes 1.65
BlackRock Global Funds - Global Long-Horizon Equity Fund A2 Global Large-Cap Growth Equity No Yes 1.80
AB FCP I - Short Duration Bond Portfolio I-DIST Global Diversified Bond - USD Hedged No No 0.58
Franklin Mutual U.S. Value Fund N(acc)EUR US Large-Cap Value Equity No No 2.58
Templeton Asian Growth Fund N(acc)USD Asia ex-Japan Equity No Yes 2.65
BNP Paribas Funds Europe Convertible Privl Capitalisation Convertible Bond - Europe No No 0.96
BNP Paribas Funds Europe Convertible I Capitalisation Convertible Bond - Europe No No 0.81
AB FCP I - Short Duration Bond Portfolio A2-ACCU Global Diversified Bond - USD Hedged No No 1.16
Franklin Technology Fund N (Acc) USD Sector Equity Technology No Yes 2.53
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