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
Neuberger Berman Emerging Market Debt - Hard Currency Fund AUD A (Monthly) Distributing Class Other Bond No 1.47
Capital Group AMCAP Fund (LUX) A7 US Large-Cap Growth Equity No Yes 0.41
Natixis International Funds (Lux) I - Harris Associates U.S. Value Equity Fund N1/A (USD) US Large-Cap Value Equity No No 1.10
Natixis International Funds (Lux) I - Loomis Sayles U.S. Growth Equity Fund S/A (H-SGD) Other Equity No Yes 0.81
HSBC Global Investment Funds - Global Emerging Markets Multi-Asset Income AM3OSGD Other Allocation No No 1.71
Allianz Global Investors Fund - Allianz US Equity Plus AM H2 CNY Other Equity No Yes 1.85
Pictet-Europe Index JS EUR Europe Large-Cap Blend Equity No No 0.17
Eastspring Investments Unit Trusts - Dragon Peacock Fund Class ID Other Equity No No 0.89
Fidelity Funds - Asian Bond Fund Y-Inc-EUR Hedged Other Bond No No 0.65
Natixis International Funds (Lux) I - Loomis Sayles U.S. Growth Equity Fund N1/A (USD) US Large-Cap Growth Equity No Yes 0.90
JPMorgan Funds - ASEAN Equity Fund A (dist) - USD ASEAN Equity No No 1.81
PineBridge Global Funds - India Equity Fund A5 India Equity No No 1.99
Fidelity Enhanced Reserve Fund Y-Mincome(G) USD USD Corporate Bond - Short Term No No 0.40
Capital Group Global High Income Opportunities (LUX) Bfdm HKD Global Flexible Bond No 1.60
Eastspring Investments - Asian Investment Grade Bond Fund A Asia Bond No 1.30
Nikko AM ARK Disruptive Innovation Fund Class B USD US Flex-Cap Equity No Yes 1.65
Nikko AM ARK Disruptive Innovation Fund Class B SGD US Flex-Cap Equity No Yes 1.65
Fidelity Funds - Global Low Volatility Equity Fund A USD Acc Global Large-Cap Blend Equity No No 1.75
Fidelity Funds - Global Low Volatility Equity Fund A USD Inc Global Large-Cap Blend Equity No No 1.75
Capital Group AMCAP Fund (LUX) C GBP US Large-Cap Growth Equity No Yes 0.15
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