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
BNP Paribas Funds Euro Equity Classic USD-Capitalisation Eurozone Large-Cap Equity No No 1.98
FTGF ClearBridge US Aggressive Growth Fund Class A AUD Accumulating (Hedged) Other Equity No Yes 1.79
BNY Mellon Global Opportunities Fund EUR H Acc Hedged Other Equity No Yes 2.16
FTGF ClearBridge US Aggressive Growth Fund Class A SGD Accumulating (Hedged) Other Equity No Yes 1.79
Templeton Emerging Markets Fund W(acc)USD Global Emerging Markets Equity No Yes 1.25
Fidelity Funds - European Dynamic Growth Fund Y-DIST-EUR Europe Large-Cap Growth Equity No Yes 1.04
BlackRock Global Funds - Euro-Markets Fund A2 USD Hedged Other Equity No Yes 1.82
CT European Select Fund Z Income GBP Europe ex-UK Equity No Yes 0.79
Fidelity Funds - Global Dividend Fund A-MINCOME(G)-AUD (hedged) Other Equity No No 1.89
Fidelity Funds - Global Equity Income Fund I-Acc-USD Global Equity Income No Yes 0.89
Dimensional Global Short Fixed Income Fund JPY Acc Other Bond No 0.30
BlackRock Global Funds - Euro-Markets Fund A2 GBP Hedged Other Equity No Yes 1.82
PIMCO GIS Strategic Income Fund Institutional GBP (Hedged) Income GBP Allocation 20-40% Equity No Yes 0.80
PIMCO GIS Strategic Income Fund E Class EUR (Hedged) Income II EUR Cautious Allocation - Global No Yes 1.70
BNP Paribas Funds Euro Equity Classic H USD-Capitalisation Other Equity No No 1.98
PIMCO GIS Strategic Income Fund Institutional EUR (Hedged) Accumulation EUR Cautious Allocation - Global No Yes 0.80
PIMCO GIS Strategic Income Fund E Class USD Accumulation USD Cautious Allocation No Yes 1.70
PIMCO GIS Strategic Income Fund E Class EUR (Hedged) Accumulation EUR Cautious Allocation - Global No Yes 1.70
Schroder International Selection Fund EURO Equity A Accumulation USD Hedged Other Equity No Yes 1.86
Allianz Global Investors Fund - Allianz Euroland Equity Growth AT (H2-CHF) Other Equity No Yes 1.85
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