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
PineBridge Global Funds - Global Bond Fund A Global Diversified Bond - USD Hedged No Yes 1.97
Schroder International Selection Fund US Small & Mid-Cap Equity C Accumulation USD US Mid-Cap Equity No Yes 1.14
Schroder International Selection Fund US Small & Mid-Cap Equity C Distribution USD US Mid-Cap Equity No Yes 1.14
Schroder International Selection Fund Global Equity I Accumulation USD Global Large-Cap Blend Equity No Yes 0.05
BlackRock Global Funds - Global Allocation Fund A2 EUR Hedged EUR Moderate Allocation - Global No No 1.77
BlackRock Global Funds - US Basic Value Fund A2 EUR Hedged Other Equity No No 1.81
Franklin U.S. Government Fund I(Mdis)USD USD Government Bond No Yes 0.55
Franklin U.S. Government Fund C(acc)USD USD Government Bond No Yes 1.79
Franklin U.S. Government Fund AX(acc)USD USD Government Bond No Yes 1.21
Franklin U.S. Low Duration Fund C(Mdis)USD USD Diversified Bond - Short Term No 1.58
Allianz Global Investors Fund - Allianz Best Styles Euroland Equity I EUR Eurozone Large-Cap Equity No No 0.72
AB - India Growth Portfolio I Acc India Equity No No 1.35
AB - Global Equity Blend Portfolio B Acc Global Large-Cap Blend Equity No No 3.02
Schroder International Selection Fund Global Equity C Accumulation USD Global Large-Cap Blend Equity No Yes 0.63
BlackRock Global Funds - India Fund A2 India Equity No No 1.87
BlackRock Global Funds - US Flexible Equity Fund A2 EUR Hedged Other Equity No Yes 1.81
Franklin U.S. Dollar Short-Term Money Market Fund C(acc)USD USD Money Market - Short Term No Yes 1.24
AB - Global Equity Blend Portfolio I Acc Global Large-Cap Blend Equity No No 1.22
PineBridge Asia ex Japan Equity Fund Y Asia ex-Japan Equity No Yes 1.19
PineBridge Global Dynamic Asset Allocation Fund A USD Flexible Allocation No Yes 1.95
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