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
Schroder International Selection Fund QEP Global Quality C Distribution USD AV Global Large-Cap Blend Equity No Yes 0.84
BlackRock Global Funds - World Mining Fund A2 EUR Hedged Other Equity No No 2.07
Allianz Global Investors Fund - Allianz US Equity Fund A USD US Large-Cap Blend Equity No Yes 1.87
Fidelity Funds - European Smaller Companies Fund Y-Acc-EUR Europe Small-Cap Equity No Yes 1.07
Schroder International Selection Fund US Small & Mid-Cap Equity C Accumulation EUR Hedged Other Equity No Yes 1.17
PIMCO GIS Global Investment Grade Credit Fund Institutional USD Accumulation Global Corporate Bond - USD Hedged No 0.50
Templeton Asian Bond Fund I(acc)EUR-H1 Other Bond No Yes 0.99
PIMCO GIS Global Investment Grade Credit Fund E Class USD Income Global Corporate Bond - USD Hedged No 1.40
Capital Group Emerging Markets Growth Fund (LUX) Bd Global Emerging Markets Equity No Yes 1.90
Templeton Asian Bond Fund I(acc)EUR Asia Bond - Local Currency No Yes 0.88
Allspring (Lux) Worldwide Fund - U.S. Large Cap Growth Fund A USD Acc US Large-Cap Growth Equity No Yes 1.70
Allspring (Lux) Worldwide Fund - U.S. Large Cap Growth Fund I USD Acc US Large-Cap Growth Equity No Yes 0.90
Fidelity Funds - Global Thematic Opportunities Fund Y-Acc-USD Global Large-Cap Growth Equity No No 1.05
BlackRock Global Funds - European Value Fund D2 Europe Large-Cap Value Equity No Yes 1.07
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund A2 EUR Hedged Other Bond No 1.27
BlackRock Global Funds - Global Allocation Fund A CHF Hedged CHF Moderate Allocation No No 1.77
BlackRock Global Funds - Global Allocation Fund D2 USD Moderate Allocation No No 1.02
First Sentier Global Listed Infrastructure Fund Class A Half-yearly Distribution Sector Equity Infrastructure No No 1.90
BlackRock Global Funds - US Basic Value Fund D EUR Hedged Other Equity No No 1.07
Eastspring Investments - Global Market Navigator Fund - A USD Flexible Allocation No Yes 1.60
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