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
Allianz Global Investors Fund - Allianz Europe Equity Growth AT H2-HUF Other Equity No Yes 1.85
Franklin U.S. Government Fund A(acc)USD USD Government Bond No Yes 1.01
Allspring (Lux) Worldwide Fund - Emerging Markets Equity Fund A USD Acc Global Emerging Markets Equity No Yes 1.90
Franklin Global Real Estate Fund A(Ydis)EUR-H1 Property - Indirect Other No Yes 1.89
Franklin Global Real Estate Fund N(acc)EUR-H1 Property - Indirect Other No Yes 2.64
BNY Mellon Global Equity Income Fund EUR B Inc Global Equity Income No No 1.62
Allspring (Lux) Worldwide Fund - Emerging Markets Equity Fund I USD Acc Global Emerging Markets Equity No Yes 1.10
AB - Eurozone Equity Portfolio C EUR Acc Eurozone Large-Cap Equity No No 2.30
Franklin U.S. Opportunities Fund A(acc)CHF-H1 Other Equity No Yes 1.81
AB - Eurozone Equity Portfolio A EUR Acc Eurozone Large-Cap Equity No No 1.85
AB - Eurozone Equity Portfolio A USD Acc Eurozone Large-Cap Equity No No 1.85
AB - Eurozone Equity Portfolio I USD Acc Eurozone Large-Cap Equity No No 1.02
AB - Eurozone Equity Portfolio I EUR Acc Eurozone Large-Cap Equity No No 1.02
JPMorgan Funds - Asia Pacific Equity Fund A (acc) - USD Asia-Pacific ex-Japan Equity No Yes 1.80
AB - Eurozone Equity Portfolio C USD Acc Eurozone Large-Cap Equity No No 2.30
Neuberger Berman Emerging Markets Equity Fund USD A Accumulating Class Global Emerging Markets Equity No Yes 2.30
BlackRock Global Funds - US Dollar Bond Fund D2 USD USD Diversified Bond No 0.67
PIMCO GIS Global Investment Grade Credit Fund E Class EUR (Hedged) Income Global Corporate Bond - EUR Hedged No 1.40
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund A4 Global Emerging Markets Bond - Local Currency No 1.27
Capital Group Emerging Markets Local Currency Debt Fund (LUX) B Global Emerging Markets Bond - Local Currency No No 1.70
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