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
CT (Lux) - American Smaller Companies 9EH (EUR Accumulation) Other Equity No No 0.89
CT (Lux) - American Smaller Companies DEH (EUR Accumulation) Other Equity No No 2.30
CT (Lux) - American Smaller Companies 2U (USD Accumulation) US Small-Cap Equity No No 1.07
CT (Lux) - American Smaller Companies 3U (USD Accumulation) US Small-Cap Equity No No 0.93
CT (Lux) - American Smaller Companies 8U (USD Accumulation) US Small-Cap Equity No No 1.11
CT (Lux) - American Smaller Companies AEH (EUR Accumulation) Other Equity No No 1.80
CT (Lux) - American Smaller Companies AU (USD Accumulation) US Small-Cap Equity No No 1.80
Lazard Rathmore Alternative Fund C Acc GBP Hedged Relative Value Arbitrage No Yes 1.38
Schroder International Selection Fund Asian Equity Yield A Distribution AUD Hedged M Other Equity No Yes 1.87
CT (Lux) - UK Equities Class 3EH EUR Accumulation Hedged Shares Other Equity No No 0.87
CT (Lux) - UK Equities Class 3UH USD Accumulation Hedged Shares Other Equity No No 0.87
Franklin Technology Fund I (Inc) EUR Sector Equity Technology No Yes 0.85
CT Global Extended Alpha Fund Institutional Gross Accumulation GBP USD Global Large-Cap Growth Equity No No 0.83
CT Global Extended Alpha Fund Class A Accumulation SGD Global Large-Cap Growth Equity No No 1.65
CT (Lux) - Global Multi Asset Income Class AUM (USD Income Shares) USD Moderate Allocation No No 1.55
PIMCO GIS Dynamic Bond Fund H Institutional USD Accumulation Global Flexible Bond - USD Hedged No Yes 1.07
PIMCO GIS Low Average Duration Fund H Institutional USD Income USD Diversified Bond - Short Term No Yes 0.63
PIMCO GIS Global Bond Ex-US Fund H Institutional USD Accumulation Global Diversified Bond - USD Hedged No 0.66
Amundi Funds - Polen Capital Global Growth A2 USD (C) Global Large-Cap Growth Equity No Yes 2.10
Schroder International Selection Fund Global Innovation A Accumulation USD Global Large-Cap Growth Equity No Yes 1.83
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