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
Dimensional World Allocation 80/20 Fund GBP Distributing GBP Allocation 60-80% Equity No No 0.40
Dimensional World Allocation 80/20 Fund EUR Accumulation EUR Aggressive Allocation - Global No No 0.40
Dimensional World Allocation 80/20 Fund GBP Accumulation GBP Allocation 60-80% Equity No No 0.40
Allianz Global Investors Fund - Allianz European Equity Dividend A (H2-CZK) Other Equity No No 1.85
Allianz Global Investors Fund - Allianz Japan Equity AT (H-EUR) Other Equity No No 1.86
Goldman Sachs Global Absolute Return Portfolio Base Inc USD Macro Trading USD No Yes 1.48
Goldman Sachs Global Absolute Return Portfolio Base Acc USD Macro Trading USD No Yes 1.49
Dimensional World Allocation 80/20 Fund USD Accumulation USD Aggressive Allocation No No 0.40
BlackRock Global Funds - Asian Dragon Fund D2 EUR Hedged Other Equity No No 1.10
BlackRock Global Funds - Asian Dragon Fund D2 CHF Hedged Other Equity No No 1.10
JPMorgan Funds - China A-Share Opportunities Fund A (acc) - RMB China Equity - A Shares No No 1.75
BlackRock Global Funds - Asian Growth Leaders Fund D2 EUR Hedged Other Equity No Yes 1.09
BlackRock Global Funds - Asian Growth Leaders Fund A2 CHF Hedged Other Equity No Yes 1.84
DWS Invest Global Infrastructure USD LDMH (P) Other Equity No No 1.62
BlackRock Global Funds - Asian Dragon Fund A2 EUR Hedged Other Equity No No 1.85
JPMorgan Funds - China A-Share Opportunities Fund A (acc) - USD China Equity - A Shares No No 1.72
BlackRock Global Funds - Asian Growth Leaders Fund A2 EUR Hedged Other Equity No Yes 1.84
Fidelity Funds - Asia Pacific Dividend Fund Y-DIST-USD Asia-Pacific ex-Japan Equity Income No Yes 1.10
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond AMg HKD Asia High Yield Bond No No 1.56
Fidelity Funds - Global Multi Asset Income Fund A-MINCOME(G)-JPY (hedged) Other Allocation No No 1.74
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