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 - Emerging Markets Equity Income Fund A6 SGD Hedged Other Equity No No 1.89
Franklin Diversified Balanced Fund I(acc) USD-H1 USD Moderate Allocation No No 0.86
Franklin Diversified Dynamic Fund A(acc) SGD-H1 Other Allocation No No 1.78
Franklin Diversified Balanced Fund A(acc) SGD-H1 Other Allocation No No 1.62
Franklin Diversified Dynamic Fund I(acc) USD-H1 USD Aggressive Allocation No No 0.92
Goldman Sachs Global Real Estate Equity Portfolio Base USD Gross QDist Property - Indirect Global No Yes 1.90
Goldman Sachs Global Real Estate Equity Portfolio Base Acc USD Property - Indirect Global No Yes 1.90
Natixis International Funds (Lux) I - Ostrum Short Term Global High Income Fund H-R/D(EUR) Global High Yield Bond - EUR Hedged No 1.35
Pictet TR - Atlas HI JPY Long/Short Equity - Other No 2.04
Pictet TR - Atlas HP CHF Long/Short Equity - Other No 2.50
Pictet TR - Atlas HI USD Long/Short Equity - Global No 2.10
Pictet TR - Atlas HI CHF Long/Short Equity - Other No 2.35
Pictet TR - Atlas HP USD Long/Short Equity - Global No 2.39
CT (Lux) - UK Equity Income Class ZFH (CHF Accumulation Hedged Shares) Other Equity No Yes 1.05
CT (Lux) - UK Equity Income Class ZE (EUR Accumulation Shares) UK Equity Income No Yes 1.05
CT (Lux) - UK Equity Income Class ZEH (EUR Accumulation Hedged Shares) Other Equity No Yes 1.05
CT (Lux) - UK Equity Income Class AG (GBP Accumulation Shares) UK Equity Income No Yes 1.80
CT (Lux) - UK Equity Income Class ZG (GBP Accumulation Shares) UK Equity Income No Yes 1.05
CT (Lux) - UK Equity Income Class ZGP (GBP Distribution Shares) UK Equity Income No Yes 1.05
CT (Lux) - UK Equity Income Class ZUH (USD Accumulation Hedged Shares) Other Equity No Yes 1.05
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