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 EMD Corporate - Social and Environmental Transition Fund USD A Monthly Distributing Global Emerging Markets Corporate Bond Yes No 1.80
BNP Paribas Funds Global Megatrends Privilege Capitalisation Global Large-Cap Blend Equity Yes Yes 1.06
BNP Paribas Funds Global Megatrends Classic Capitalisation Global Large-Cap Blend Equity Yes Yes 3.46
BNP Paribas Funds Global Megatrends I Capitalisation Global Large-Cap Blend Equity Yes Yes 0.96
BNP Paribas Funds Smart Food Classic Capitalisation Sector Equity Consumer Goods & Services Yes Yes 2.21
BNP Paribas Funds Aqua Classic Capitalisation Sector Equity Water Yes No 2.21
BlackRock Global Funds - Nutrition Fund A2 HKD Sector Equity Agriculture Yes Yes 1.80
BNP Paribas Funds Global Megatrends Classic EUR Capitalisation Global Large-Cap Blend Equity Yes Yes 1.96
BNP Paribas Funds Global Megatrends Classic EUR Distribution Global Large-Cap Blend Equity Yes Yes 1.96
UBS (Lux) Equity SICAV - Long Term Themes (USD) P-acc Global Large-Cap Blend Equity Yes Yes 1.79
Nordea 1 - Global Sustainable Stars Equity Fund BP USD Global Large-Cap Blend Equity Yes Yes 1.81
BlackRock Global Funds - World Bond Fund A1 USD Global Diversified Bond - USD Hedged Yes 1.01
Franklin Euro Government Bond Fund A(Ydis)EUR EUR Government Bond Yes 0.80
Franklin European Total Return Fund A(acc)EUR EUR Diversified Bond Yes No 0.96
Franklin European Total Return Fund A(Mdis)EUR EUR Diversified Bond Yes No 0.96
FF - Japan Equity ESG Fund A-JPY Japan Large-Cap Blend Equity Yes Yes 1.93
Schroder International Selection Fund Global Cities A Accumulation EUR Hedged Property - Indirect Other Yes Yes 1.87
Schroder International Selection Fund Global Cities A Accumulation USD Property - Indirect Global Yes Yes 1.84
Stewart Investors Worldwide Leaders Fund Class A Accumulation USD Global Large-Cap Growth Equity Yes Yes 1.53
Schroder International Selection Fund Global Climate Change Equity A Accumulation EUR Sector Equity Ecology Yes No 1.83
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