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
United Income Focus Trust - Class P USD Dist USD Moderate Allocation No No 0.88
Fidelity Funds - Asian Bond Fund Y-Inc-EUR Hedged Other Bond No No 0.65
Neuberger Berman Next Generation Mobility Fund USD A Accumulating Class Sector Equity Technology No Yes 1.90
Dimensional Global Core Fixed Income Fund EUR Distributing Global Diversified Bond - EUR Hedged No No 0.30
Dimensional Global Core Fixed Income Fund GBP Distributing Global Diversified Bond - GBP Hedged No No 0.30
Dimensional Global Core Fixed Income Fund JPY Acc Other Bond No No 0.30
Dimensional Global Core Fixed Income Fund GBP Acc Global Diversified Bond - GBP Hedged No No 0.30
Dimensional Global Core Fixed Income Fund SGD Acc Other Bond No No 0.30
Dimensional Global Core Fixed Income Fund EUR Acc Global Diversified Bond - EUR Hedged No No 0.30
Dimensional Global Core Fixed Income Fund SGD Distributing Other Bond No No 0.30
Dimensional Global Core Fixed Income Fund USD Acc Global Diversified Bond - USD Hedged No No 0.30
CT (Lux) - American Class 1U (USD Accumulation Shares) US Large-Cap Blend Equity No Yes 1.67
CT (Lux) - American Class 8E (EUR Accumulation Shares) US Large-Cap Blend Equity No Yes 1.10
CT (Lux) - American Class 9U (USD Accumulation Shares) US Large-Cap Blend Equity No Yes 0.84
CT (Lux) - American Class 2U (USD Accumulation Shares) US Large-Cap Blend Equity No Yes 1.06
CT (Lux) - American Class 3U (USD Accumulation Shares) US Large-Cap Blend Equity No Yes 0.88
CT (Lux) - American Class 2E (EUR Accumulation Shares) US Large-Cap Blend Equity No Yes 1.06
CT (Lux) - American Class 8U (USD Accumulation Shares) US Large-Cap Blend Equity No Yes 1.10
CT (Lux) - Global Equity Income 8UP (USD Distribution) Global Equity Income No No 1.11
CT (Lux) - Global Equity Income 2E (EUR Accumulation) Global Equity Income No No 1.07
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