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
Invesco Funds - Invesco Global Equity Income Fund A Accumulation USD Global Equity Income No No 1.72
BlackRock Global Funds - Emerging Markets Equity Income Fund D2 Global Emerging Markets Equity No No 1.13
FTGF Western Asset US Core Plus Bond Fund Premier Class US$ Distributing (M) USD Diversified Bond No 0.43
HSBC Global Investment Funds - US Dollar Bond ID USD Diversified Bond No No 0.52
BlackRock Global Funds - India Fund D2 India Equity No No 1.13
BlackRock Global Funds - World Technology Fund D2 Sector Equity Technology No Yes 1.05
Janus Henderson Capital Funds plc - Flexible Income Fund Class I2 USD USD Diversified Bond No 0.64
BlackRock Global Funds - European Fund A2 HKD Hedged Other Equity No Yes 1.82
BlackRock Global Funds - Latin American Fund A2 HKD Hedged Other Equity No No 2.06
Morgan Stanley Investment Funds - Emerging Leaders Equity Fund AH (EUR) Other Equity No Yes 2.22
KGI Cloud Force Fund TWD A Sector Equity Technology No Yes 2.29
BlackRock Global Funds - Continental European Flexible Fund D2 USD Hedged Other Equity No Yes 1.06
Morgan Stanley Investment Funds - Emerging Leaders Equity Fund A Global Emerging Markets Equity No Yes 2.19
Schroder International Selection Fund Asian Equity Yield C Accumulation EUR Asia-Pacific ex-Japan Equity Income No Yes 1.29
BlackRock Global Funds - Euro-Markets Fund D4 EUR Eurozone Large-Cap Equity No Yes 1.06
BlackRock Global Funds - European Fund D2 USD Hedged Other Equity No Yes 1.07
AB SICAV I - Low Volatility Equity Portfolio S1 USD Acc Global Large-Cap Blend Equity No Yes 0.54
AB SICAV I - Low Volatility Equity Portfolio S USD Acc Global Large-Cap Blend Equity No Yes 0.04
Fidelity Funds - European Dividend Fund A-MINCOME(G)-EUR Europe Equity Income No No 1.94
AB SICAV I - Low Volatility Equity Portfolio A USD Acc Global Large-Cap Blend Equity No Yes 1.67
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