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
Invesco Funds - Invesco Global Equity Income Fund S (Accumulation) EUR Global Equity Income No No 0.80
Invesco Funds - Invesco Pan European High Income Fund A (JPY Hedged) Monthly distribution-1 JPY Other Allocation No 1.61
Invesco Funds - Invesco Global Income Fund A MD1 NZD Hedged Other Allocation No No 1.62
Invesco Funds - Invesco Global Equity Income Fund S Quarterly Distribution-Gross Income GBP Global Equity Income No No 0.80
Invesco Funds - Invesco Global Income Fund A MD1 JPY Hedged Other Allocation No No 1.62
PIMCO GIS Balanced Income and Growth Fund Administrative USD Accumulation USD Moderate Allocation No Yes 1.45
T. Rowe Price Funds SICAV - US Smaller Companies Equity Fund E (GBP) US Small-Cap Equity No No 0.70
T. Rowe Price Funds SICAV - Asian Ex-Japan Equity Fund - E (GBP) Asia ex-Japan Equity No Yes 0.72
T. Rowe Price Funds SICAV - Emerging Markets Equity Fund E (GBP) Global Emerging Markets Equity No Yes 0.85
GMO Quality Investment Fund Class OH CHF Acc Other Equity No Yes 0.44
GMO Quality Investment Fund Class OH GBP Acc Other Equity No Yes 0.44
GMO Quality Investment Fund Class OH SGD Acc Other Equity No Yes 0.44
GMO Quality Investment Fund Class O USD Acc US Large-Cap Blend Equity No Yes 0.44
GMO Quality Investment Fund Class OH EUR Acc Other Equity No Yes 0.44
GMO Quality Investment Fund Class JH EUR Acc Other Equity No Yes 0.83
GMO Quality Investment Fund Class JH CHF Acc Other Equity No Yes 0.83
GMO Quality Investment Fund Class OH HKD Acc Other Equity No Yes 0.44
GMO Quality Investment Fund Class JH AUD Acc Other Equity No Yes 0.83
GMO Quality Investment Fund Class OH AUD Acc Other Equity No Yes 0.44
GMO Quality Investment Fund Class JH SGD Acc Other Equity No Yes 0.83
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