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
Franklin Diversified Balanced Fund A(acc)EUR EUR Moderate Allocation - Global No Yes 1.64
Nordea 1 - Stable Return Fund HM SGD Other Allocation No Yes 1.81
Nordea 1 - Stable Return Fund HM USD USD Moderate Allocation No Yes 1.81
Franklin Diversified Conservative Fund A(acc)EUR EUR Cautious Allocation - Global No No 1.50
Fidelity Funds - Global Technology Fund A-Acc-EUR Sector Equity Technology No Yes 1.89
Franklin India Fund A(acc)EUR-H1 Other Equity No No 1.81
BNP Paribas Funds Europe Small Cap Classic RH USD Capitalisation Other Equity No Yes 2.21
UBS (Lux) Equity Fund - China Opportunity (USD) P-AUD Hedged mdist Other Equity No Yes 2.47
Fidelity Funds - Global Technology Fund A-Acc-USD (hedged) Other Equity No Yes 1.89
Goldman Sachs Eurozone Equity Income - P Cap CHF (hedged i) Other Equity No No 1.82
Fidelity Funds - China Focus Fund SR-Acc-SGD China Equity No No 1.71
PIMCO GIS Income Fund Investor EUR (Hedged) Income Global Flexible Bond - EUR Hedged No Yes 0.90
Fidelity Funds - European Growth Fund SR-Acc-EUR Europe Large-Cap Blend Equity No No 1.69
Fidelity Funds - European Growth Fund SR-Acc-SGD Europe Large-Cap Blend Equity No No 1.69
DWS Invest Multi Opportunities AUD LCH Other Allocation No No 1.31
DWS Invest Multi Opportunities USD LCH USD Flexible Allocation No No 1.30
BNP Paribas Funds US Small CapClassic EURD US Small-Cap Equity No No 2.21
abrdn SICAV I - Diversified Income Fund A Gross MInc USD USD Cautious Allocation No 1.50
Amundi Funds - Euroland Equity Small Cap A2 USD (C) Eurozone Mid-Cap Equity No Yes 2.13
UBS (Lux) Equity Fund - China Opportunity (USD) P AUD Hedged acc Other Equity No Yes 2.47
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