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
Robeco Emerging Markets Equities M € Global Emerging Markets Equity No Yes 2.26
Janus Henderson Capital Funds plc - US Venture Fund Class A2 HEUR Other Equity No Yes 2.47
Janus Henderson Capital Funds plc - Balanced Fund Class I2 USD USD Moderate Allocation No Yes 0.87
Amundi Funds - US Equity Research A EUR (C) US Large-Cap Blend Equity No No 1.78
Janus Henderson Capital Funds plc - Balanced Fund Class A2 HEUR EUR Moderate Allocation - Global No Yes 1.88
Pictet-Japanese Equity Selection R JPY Japan Large-Cap Equity No Yes 2.01
Janus Henderson Capital Funds plc - Global Technology and Innovation Fund Class A2 HEUR Other Equity No Yes 2.41
Janus Henderson Capital Funds plc - US Venture Fund Class B2 USD US Small-Cap Equity No Yes 3.49
Janus Henderson Capital Funds plc - Balanced Fund Class B2 USD USD Moderate Allocation No Yes 2.89
Amundi Funds - Strategic Income A EUR (C) USD Flexible Bond No 1.90
AB FCP I - Short Duration Bond Portfolio I-DIST Global Diversified Bond - USD Hedged No No 0.58
Janus Henderson Capital Funds plc - US Venture Fund Class I2 USD US Small-Cap Equity No Yes 1.64
Amundi Funds - US Equity Research I2 EUR (C) US Large-Cap Blend Equity No No 0.81
BNP Paribas Funds Europe Convertible I Capitalisation Convertible Bond - Europe No No 0.81
AB FCP I - Short Duration Bond Portfolio A2-ACCU Global Diversified Bond - USD Hedged No No 1.19
Pictet-Japanese Equity Selection I JPY Japan Large-Cap Equity No Yes 0.91
T. Rowe Price Funds SICAV - Emerging Markets Equity Fund I USD Global Emerging Markets Equity No Yes 0.98
Amundi Funds - US Short Term Bond B USD (C) USD Ultra Short-Term Bond No 1.70
DWS Invest Top Asia LC Asia ex-Japan Equity No Yes 1.62
Janus Henderson Capital Funds plc - Global Technology and Innovation Fund Class I2 USD Sector Equity Technology No Yes 1.60
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