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 Global Equity Alpha A Accumulation USD Global Large-Cap Blend Equity No Yes 1.83
First Sentier Global Bond Fund Class III (Accumulation) USD Global Government Bond No No 0.55
AB - American Growth Portfolio I Acc US Large-Cap Growth Equity No Yes 0.94
AB - Global Equity Blend Portfolio C Acc Global Large-Cap Blend Equity No No 2.47
BlackRock Global Funds - Euro Bond Fund A3 EUR Diversified Bond No 0.98
BlackRock Global Funds - US Dollar Bond Fund A3 USD USD Diversified Bond No 1.08
Schroder International Selection Fund Global Equity C Distribution USD AV Global Large-Cap Blend Equity No Yes 0.63
HSBC Global Investment Funds - Euroland Value ZC Eurozone Large-Cap Equity No No 0.14
Franklin U.S. Low Duration Fund AX(acc)USD USD Diversified Bond - Short Term No 1.00
Janus Henderson Horizon Global Technology Leaders Fund A1 USD Sector Equity Technology No Yes 1.89
Capital Group Emerging Markets Growth Fund (LUX) C Global Emerging Markets Equity No Yes 0.10
Goldman Sachs US CORE Equity Portfolio Base Acc USD Close US Large-Cap Blend Equity No Yes 1.14
Fidelity Funds - US Dollar Bond Fund A-MDIST-USD USD Diversified Bond No No 1.04
Schroder International Selection Fund Asian Smaller Companies C Accumulation USD Asia ex-Japan Small/Mid-Cap Equity No No 1.31
AB - Global Equity Blend Portfolio A Acc Global Large-Cap Blend Equity No No 2.02
Goldman Sachs Japan Equity Portfolio Base Shares Acc JPY (Snap) Japan Large-Cap Equity No No 1.70
Schroder International Selection Fund Global Equity Alpha C Accumulation USD Global Large-Cap Blend Equity No Yes 0.83
Franklin Japan Fund A(acc)EUR Japan Large-Cap Equity No No 1.84
Goldman Sachs Asia Equity Portfolio Base Acc USD Asia ex-Japan Equity No Yes 1.90
Capital Group Global Bond Fund (LUX) Bd Global Diversified Bond No No 1.11
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