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
Dimensional Funds plc Global Sustainability Core Equity Fund EUR Accumulation Global Large-Cap Blend Equity Yes Yes 0.30
Allianz Global Investors Fund - Allianz Best Styles US Equity AT (H2-EUR) Other Equity Yes Yes 1.35
Allianz Global Investors Fund - Allianz Best Styles US Equity AT EUR US Large-Cap Blend Equity Yes Yes 1.35
Neuberger Berman EMD Corporate - Social and Environmental Transition Fund Class USD A Accumulating Global Emerging Markets Corporate Bond Yes No 1.80
Natixis AM Funds - Ostrum SRI Euro Aggregate I/A (EUR) EUR Diversified Bond Yes 0.59
Natixis AM Funds - Ostrum SRI Euro Aggregate R/A (EUR) EUR Diversified Bond Yes 0.59
Natixis AM Funds - Ostrum SRI Euro Aggregate I/D (EUR) EUR Diversified Bond Yes 0.59
Natixis AM Funds - Ostrum SRI Euro Aggregate R/D (EUR) EUR Diversified Bond Yes 0.59
Fidelity Funds - Sustainable Japan Equity Fund A-Acc-USD (hedged) Other Equity Yes Yes 1.92
BlackRock Global Funds - Systematic Sustainable Global SmallCap Fund A2 AUD Hedged Other Equity Yes No 1.87
Allianz Strategiefonds Wachstum A2 EUR EUR Aggressive Allocation - Global Yes No 1.60
Oddo BHF Génération CN-EUR Eurozone Large-Cap Equity Yes Yes 1.17
BlackRock Global Funds - Sustainable World Bond Fund D2 CHF Hedged Global Diversified Bond - CHF Hedged Yes 0.63
Templeton European Sustainability Improvers Fund A(Mdis)USD Europe Large-Cap Blend Equity Yes No 1.87
Allianz Global Investors Fund - Allianz Best Styles US Equity P2 USD US Large-Cap Blend Equity Yes Yes 0.75
Templeton European Sustainability Improvers Fund A(Mdis)SGD-H1 Other Equity Yes No 1.84
BlackRock Global Funds - Systematic Sustainable Global SmallCap Fund A2 Global Small/Mid-Cap Equity Yes No 1.83
Allianz Euro Rentenfonds A EUR EUR Diversified Bond Yes No 0.70
Allianz Europazins A EUR Europe Bond Yes No 0.80
Allianz Mobil-Fonds A EUR EUR Diversified Bond - Short Term Yes Yes 0.16
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