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
Natixis AM Funds - Ostrum SRI Euro Aggregate I/D (EUR) EUR Diversified Bond Yes No 0.65
Natixis AM Funds - Ostrum SRI Euro Aggregate R/D (EUR) EUR Diversified Bond Yes No 1.08
FF - Japan Equity ESG Fund A-Acc-USD (hedged) Other Equity Yes Yes 1.92
BlackRock Global Funds - Systematic Global SmallCap Fund A2 AUD Hedged Other Equity Yes Yes 1.84
Franklin European Total Return Fund W(acc)EUR EUR Diversified Bond Yes No 0.61
BlackRock Global Funds - World Bond Fund D2 CHF Hedged Global Diversified Bond - CHF Hedged Yes 0.61
Templeton European Improvers Fund A(Mdis)USD Europe Large-Cap Blend Equity Yes No 1.87
BlackRock Global Funds - Systematic Global SmallCap Fund A2 Global Small/Mid-Cap Equity Yes Yes 1.83
Goldman Sachs Emerging Markets Enhanced Index Sustainable Equity - P Cap USD Global Emerging Markets Equity Yes Yes 0.60
Franklin European Total Return Fund N(acc)EUR EUR Diversified Bond Yes No 1.66
Franklin Euro Government Bond Fund N(acc)EUR EUR Government Bond Yes 1.35
Franklin Euro Government Bond Fund I(acc)EUR EUR Government Bond Yes 0.34
Franklin European Total Return Fund I(acc)EUR EUR Diversified Bond Yes No 0.56
BlackRock Global Funds - World Bond Fund A2 USD Global Diversified Bond - USD Hedged Yes 1.01
BlackRock Global Funds - World Bond Fund A3 USD Global Diversified Bond - USD Hedged Yes 1.01
Schroder International Selection Fund Global Cities C Distribution USD Property - Indirect Global Yes Yes 1.04
Schroder International Selection Fund Global Cities C Accumulation EUR Hedged Property - Indirect Other Yes Yes 1.07
Schroder International Selection Fund Global Cities C Accumulation USD Property - Indirect Global Yes Yes 1.04
Stewart Investors Worldwide Leaders Fund Class A Accumulation Global Large-Cap Growth Equity Yes Yes 1.53
Franklin European Total Return Fund A(Mdis)USD EUR Diversified Bond Yes No 0.96
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