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
BNP Paribas Funds Target Risk BalancedClassicD EUR Flexible Allocation - Global No Yes 1.85
JPMorgan Investment Funds - Global Select Equity Fund A (acc) - USD Global Large-Cap Blend Equity No No 1.72
Goldman Sachs US Enhanced Core Concentrated Equity - P Cap USD US Large-Cap Blend Equity No No 1.59
Schroder International Selection Fund EURO Corporate Bond C Accumulation EUR EUR Corporate Bond No No 0.67
BNP Paribas Funds Target Risk BalancedClassicR EUR Flexible Allocation - Global No Yes 1.85
HSBC Global Investment Funds - Global Bond AD Global Diversified Bond No No 0.99
HSBC Global Investment Funds - Economic Scale US Equity PD US Large-Cap Value Equity No No 0.75
Aviva Investors - Global Emerging Markets Core Fund B USD Acc Global Emerging Markets Equity No No 1.40
AB - International Technology Portfolio A Acc Sector Equity Technology No Yes 2.00
AB - International Technology Portfolio B Acc Sector Equity Technology No Yes 3.00
AB - Global Real Estate Securities Portfolio B Acc Property - Indirect Global No Yes 3.00
Janus Henderson Capital Funds plc - Global Life Sciences Fund Class I2 USD Sector Equity Healthcare No Yes 1.56
Franklin Mutual European Fund A(acc)EUR Europe Large-Cap Value Equity No No 1.82
AB - Global Real Estate Securities Portfolio A Acc Property - Indirect Global No Yes 1.85
BNP Paribas Funds Euro Corporate Bond Privl Capitalisation EUR Corporate Bond No No 0.67
AB - Emerging Markets Growth Portfolio B Acc Global Emerging Markets Equity No Yes 3.00
Franklin Mutual European Fund N(acc)EUR Europe Large-Cap Value Equity No No 2.57
Franklin Japan Fund N(acc)EUR Japan Large-Cap Blend Equity No Yes 2.59
AB - American Growth Portfolio C Acc US Large-Cap Growth Equity No Yes 2.18
Goldman Sachs Europe Equity - X Cap EUR Europe Large-Cap Blend Equity No No 2.10
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