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 Europe GrowthClassic USD Capitalisation Europe Large-Cap Growth Equity No Yes 1.96
Fidelity Funds - China Focus Fund A-Acc-USD China Equity No No 1.91
Ninety One Global Strategy Fund - All China Equity Fund IX Acc USD China Equity No Yes 1.10
Fidelity Funds - Asian Special Situations Fund SR-Acc-SGD Asia ex-Japan Equity No Yes 1.73
BlackRock Global Funds - China Fund A2 CNH Hedged Other Equity No Yes 1.82
BlackRock Global Funds - European Special Situations Fund A2 CNH Hedged Other Equity No Yes 1.82
BlackRock Global Funds - World Healthscience Fund A2 CNH Hedged Other Equity No Yes 1.77
Franklin Global Multi-Asset Income Fund A(Mdis)USD-H1 USD Moderate Allocation No No 1.76
Franklin Diversified Balanced Fund A(Qdis)EUR EUR Moderate Allocation - Global No Yes 1.64
Franklin Global Multi-Asset Income Fund A(Mdis)SGD-H1 Other Allocation No No 1.76
Ninety One Global Strategy Fund - All China Equity Fund A Acc USD China Equity No Yes 2.00
Franklin Diversified Conservative Fund A(Qdis)EUR EUR Cautious Allocation - Global No No 1.50
Franklin Global Multi-Asset Income Fund A(acc)USD-H1 USD Moderate Allocation No No 1.76
BlackRock Global Funds - Euro-Markets Fund A2 SGD Hedged Other Equity No Yes 1.81
Franklin Diversified Conservative Fund I(Qdis)EUR EUR Cautious Allocation - Global No No 0.76
BlackRock Global Funds - Fixed Income Global Opportunities Fund D4 CAD Hedged Other Bond No 0.70
DWS Invest Multi Opportunities AUD LDMH Other Allocation No No 1.29
DWS Invest Multi Opportunities USD LDMH USD Flexible Allocation No No 1.30
Dimensional World Allocation 20/80 Fund GBP Accumulation GBP Allocation 0-20% Equity No No 0.30
Dimensional World Allocation 20/80 Fund GBP Distributing GBP Allocation 0-20% Equity No No 0.30
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