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 - World Gold Fund D2 Sector Equity Precious Metals No No 1.34
HSBC Global Investment Funds - Global Bond PD Global Diversified Bond No No 0.74
BlackRock Global Funds - Global Allocation Fund A4 EUR Hedged EUR Moderate Allocation - Global No No 1.77
Allianz Global Investors Fund - Allianz Global HiTech Growth A USD Sector Equity Technology No Yes 2.10
BlackRock Global Funds - Fixed Income Global Opportunities Fund A5 SGD Hedged Other Bond No 1.22
Franklin Natural Resources Fund A(acc)USD Sector Equity Energy No No 1.82
Schroder International Selection Fund US Dollar Bond C Accumulation USD USD Diversified Bond No 0.65
Franklin Natural Resources Fund A(Ydis)USD Sector Equity Energy No No 1.82
Franklin Natural Resources Fund A(acc)EUR Sector Equity Energy No No 1.82
BlackRock Global Funds - Japan Flexible Equity Fund A2 EUR Hedged Other Equity No Yes 1.81
FTGF Western Asset US Core Plus Bond Fund Class A US$ Accumulating USD Diversified Bond No 1.27
Franklin Natural Resources Fund N(acc)EUR Sector Equity Energy No No 2.57
Schroder International Selection Fund Global Dividend Maximiser C Distribution USD Q Global Equity Income No No 1.07
Schroder International Selection Fund Global Dividend Maximiser C Accumulation USD Global Equity Income No No 1.07
Templeton Asian Bond Fund A(acc)EUR-H1 Other Bond No Yes 1.46
Franklin Natural Resources Fund I(acc)EUR Sector Equity Energy No No 0.94
Franklin Natural Resources Fund I(acc)USD Sector Equity Energy No No 0.96
Franklin U.S. Opportunities Fund I(acc)EUR-H1 Other Equity No Yes 0.85
BlackRock Global Funds - Global Allocation Fund A2 SGD Hedged Other Allocation No No 1.77
Franklin U.S. Opportunities Fund A(acc)EUR-H1 Other Equity No Yes 1.79
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