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
DWS Invest Top Asia FC Asia ex-Japan Equity No Yes 0.87
Pictet-USD Short Mid-Term Bonds R USD Diversified Bond - Short Term No 0.66
Janus Henderson Capital Funds plc - US Venture Fund Class A2 USD US Small-Cap Equity No Yes 2.47
Jupiter China Equity Fund L USD Acc China Equity No Yes 1.95
AB FCP I - Short Duration Bond Portfolio A-DIST Global Diversified Bond - USD Hedged No No 1.19
Amundi Funds - US Short Term Bond A2 EUR (C) USD Ultra Short-Term Bond No 0.70
BNP Paribas Funds Euro Bond I Capitalisation EUR Diversified Bond No No 0.49
PineBridge Global Emerging Markets Focus Equity Fund Y Global Emerging Markets Equity No Yes 1.14
Eurizon Fund - Equity Small Mid Cap Europe Class Unit R EUR Accumulation Europe Mid-Cap Equity No Yes 1.96
Janus Henderson Capital Funds plc - Global Technology and Innovation Fund Class B2 USD Sector Equity Technology No Yes 3.41
Amundi Funds - Strategic Income I2 EUR (C) USD Flexible Bond No 0.81
Invesco Funds - Invesco Pan European Small Cap Equity Fund C Accumulation EUR Europe Small-Cap Equity No Yes 1.48
Janus Henderson Capital Funds plc - Global Technology and Innovation Fund Class A2 USD Sector Equity Technology No Yes 2.42
Barings Emerging Markets Umbrella Fund - Barings Global Emerging Markets Fund Class A EUR Inc Global Emerging Markets Equity No Yes 1.95
BNP Paribas Funds Europe Convertible Classic Capitalisation Convertible Bond - Europe No No 1.63
T. Rowe Price Funds SICAV - US Smaller Companies Equity Fund A USD US Small-Cap Equity No No 1.71
Janus Henderson Capital Funds plc - Balanced Fund Class A2 USD USD Moderate Allocation No Yes 1.88
Amundi Funds - US Short Term Bond A2 USD (C) USD Ultra Short-Term Bond No 0.70
T. Rowe Price Funds SICAV - US Smaller Companies Equity Fund I USD US Small-Cap Equity No No 0.85
GAM Star Fund plc - GAM Star Japan Leaders USD Acc Japan Large-Cap Equity No Yes 1.63
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