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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
Mirova Funds - Mirova Global Sustainable Equity Fund F/A-NPF (USD) Global Large-Cap Growth Equity Yes Yes 1.55
Mirova Funds - Mirova Global Sustainable Equity Fund SI/A-NPF (USD) Global Large-Cap Growth Equity Yes Yes 0.81
Lazard Global Thematic Focus Fund C Acc EUR Global Large-Cap Growth Equity Yes Yes 0.82
Allianz Global Investors Fund - Allianz Smart Energy AT H2-EUR Other Equity Yes No 1.95
Allianz Global Investors Fund - Allianz Smart Energy AT USD Sector Equity Alternative Energy Yes No 1.95
Allianz Global Investors Fund - Allianz Smart Energy IT USD Sector Equity Alternative Energy Yes No 1.06
Allianz Global Investors Fund - Allianz Smart Energy P EUR Other Equity Yes No 1.08
Allianz Global Investors Fund - Allianz Smart Energy RT USD Sector Equity Alternative Energy Yes No 1.17
CPR Invest - Global Silver Age Class A2 SGD H Acc Other Equity Yes Yes 2.17
CPR Invest Education Class A2 USD H Acc Other Equity Yes Yes 2.15
CPR Invest Climate Action A2 SGD H Acc Other Equity Yes Yes 2.25
CPR Invest Education Class A2 SGD H Acc Other Equity Yes Yes 2.16
JPMorgan Funds - Emerging Markets Sustainable Equity A Acc USD Global Emerging Markets Equity Yes Yes 1.78
BlackRock Global Funds - ESG Multi-Asset Fund A2 SGD Hedged Acc Other Allocation Yes Yes 1.51
BNP Paribas Funds Sustainable Multi-Asset Growth Classic EUR Inc EUR Aggressive Allocation - Global Yes Yes 2.15
BNP Paribas Funds Sustainable Multi-Asset Balanced Classic RH Acc USD Moderate Allocation Yes Yes 1.90
Pictet - Global Environmental Opportunities J dy GBP Sector Equity Ecology Yes Yes 0.94
Mirova Funds - Mirova Global Sustainable Equity Fund N/D-NPF (USD) Global Large-Cap Growth Equity Yes Yes 1.15
Schroder International Selection Fund Sustainable Multi-Asset Income A Accumulation EUR EUR Moderate Allocation - Global Yes Yes 1.63
Schroder International Selection Fund Sustainable Multi-Asset Income A Distribution EUR MF EUR Moderate Allocation - Global Yes Yes 1.64
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