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
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
Schroder International Selection Fund Global Equity Yield C Distribution USD Q Global Equity Income No No 1.06
Goldman Sachs US CORE Equity Portfolio Base Acc USD Close US Large-Cap Blend Equity No Yes 1.15
Fidelity Funds - US Dollar Bond Fund A-MDIST-USD USD Diversified Bond No 1.04
Schroder International Selection Fund Global Equity Yield A Distribution USD MF Global Equity Income No No 1.86
AB - Global Equity Blend Portfolio A Acc Global Large-Cap Blend Equity No No 2.01
Goldman Sachs Japan Equity Portfolio Base Shares Acc JPY (Snap) Japan Large-Cap Growth 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 Blend Equity No Yes 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 1.10
First Sentier Global Bond Fund Class I (Accumulation) USD Global Government Bond No 1.25
Capital Group Global Bond Fund (LUX) C Global Diversified Bond No No 0.10
Schroder International Selection Fund Asian Opportunities I Accumulation USD Asia ex-Japan Equity No Yes 0.07
Pictet-CHF Bonds R CHF Bond No Yes 0.99
Capital Group Emerging Markets Growth Fund (LUX) B Global Emerging Markets Equity No Yes 1.90
Goldman Sachs Global CORE Equity Portfolio Base Acc USD Close Global Large-Cap Blend Equity No Yes 1.38
Goldman Sachs Global Credit Portfolio (Hedged) Base Acc USD Global Corporate Bond - USD Hedged No No 1.16
Franklin Global Real Estate Fund I(acc)USD Property - Indirect Global No Yes 1.01
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