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
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 Yes 2.04
Pictet TR - Atlas HP CHF Long/Short Equity - Other No Yes 2.50
Pictet TR - Atlas HI USD Long/Short Equity - Global No Yes 2.10
Pictet TR - Atlas HI CHF Long/Short Equity - Other No Yes 2.35
Pictet TR - Atlas HP USD Long/Short Equity - Global No Yes 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
Fidelity Funds - European Multi Asset Income Fund A-MCDIST(G)-EUR EUR Moderate Allocation No No 1.53
Fidelity Funds - European Dividend Fund A-MCDIST(G)-EUR Europe Equity Income No No 1.94
Allspring (Lux) Worldwide Fund - USD Investment Grade Credit Fund I USD Net Inc USD Corporate Bond No Yes 0.40
Allspring (Lux) Worldwide Fund - USD Investment Grade Credit Fund I USD Acc USD Corporate Bond No Yes 0.40
Allspring (Lux) Worldwide Fund - USD Investment Grade Credit Fund A USD Acc USD Corporate Bond No Yes 1.00
Allianz Global Investors Fund - Allianz Thematica A EUR Global Flex-Cap Equity No No 1.95
Allianz Global Investors Fund - Allianz Thematica P EUR Global Flex-Cap Equity No No 1.13
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