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
JPM Global Macro Opportunities A (acc) - USD (hedged) Macro Trading USD No Yes 1.46
Nordea 1 - Global Stable Equity Fund HB USD Other Equity No No 1.81
Ninety One Global Strategy Fund - Global Franchise Fund A Inc-2 RMB Hedged (IRD) Other Equity No Yes 2.00
Neuberger Berman China Equity Fund SGD A Accumulating Class - Hedged Other Equity No No 2.02
Ninety One Global Strategy Fund - Global Franchise Fund A Inc EUR Global Large-Cap Growth Equity No Yes 1.90
Nordea 1 - Stable Return Fund HB SGD Other Allocation No Yes 1.80
BlackRock Global Funds - Continental European Flexible Fund A2 USD Hedged Other Equity No Yes 1.81
Franklin Diversified Balanced Fund I(acc)EUR EUR Moderate Allocation - Global No Yes 0.89
Franklin Diversified Balanced Fund A(Ydis)EUR EUR Moderate Allocation - Global No Yes 1.64
Franklin Diversified Dynamic Fund I(Ydis)EUR EUR Aggressive Allocation - Global No Yes 0.85
Franklin Diversified Conservative Fund A(Ydis)EUR EUR Cautious Allocation - Global No No 1.50
DWS Invest Multi Opportunities SGD LDMH Other Allocation No No 1.29
Franklin Diversified Conservative Fund I(Ydis)EUR EUR Cautious Allocation - Global No No 0.76
Franklin Diversified Dynamic Fund I(acc)EUR EUR Aggressive Allocation - Global No Yes 0.94
Franklin Diversified Dynamic Fund A(Ydis)EUR EUR Aggressive Allocation - Global No Yes 1.78
Franklin Diversified Dynamic Fund A(acc)EUR EUR Aggressive Allocation - Global No Yes 1.78
BlackRock Global Funds - Continental European Flexible Fund D4 Europe ex-UK Equity No Yes 1.06
Franklin Diversified Conservative Fund I(acc)EUR EUR Cautious Allocation - Global No No 0.76
PIMCO GIS Income Fund Investor EUR (Hedged) Accumulation Global Flexible Bond - EUR Hedged No Yes 0.90
BlackRock Global Funds - European Fund A2 CNH Hedged Other Equity No Yes 1.82
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