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
M&G (Lux) North American Dividend Fund A H ZAR Acc Other Equity No No 1.81
StocksPLUS™ Fund BE Retail USD Acc US Large-Cap Blend Equity No Yes 2.45
Janus Henderson Capital Funds plc - Balanced Fund Class T2 USD USD Moderate Allocation No Yes 2.81
Janus Henderson Capital Funds plc - Flexible Income Fund Class T2 USD USD Diversified Bond No 2.21
Janus Henderson Capital Funds plc - Global Technology and Innovation Fund T2 USD Sector Equity Technology No Yes 3.30
AB SICAV I - Low Volatility Equity Portfolio S1 AUD H Other Equity No Yes 0.54
Nomura Funds Ireland plc - Global High Conviction Fund Class B USD Acc Global Large-Cap Blend Equity No Yes 3.10
Nomura Funds Ireland plc - Global High Conviction Fund Class T USD Acc Global Large-Cap Blend Equity No Yes 2.23
Nomura Funds Ireland plc - Global High Conviction Fund Class TI USD Acc Global Large-Cap Blend Equity No Yes 1.21
Nomura Funds Ireland plc - Japan High Conviction Fund Class T USD Japan Large-Cap Growth Equity No Yes 2.23
Nomura Funds Ireland plc - Japan High Conviction Fund Class B USD Japan Large-Cap Growth Equity No Yes 3.21
Nomura Funds Ireland plc - Japan High Conviction Fund Class TI USD Japan Large-Cap Growth Equity No Yes 1.15
PIMCO GIS Balanced Income and Growth Fund H Institutional USD Accumulation USD Moderate Allocation No Yes 1.12
PIMCO GIS Balanced Income and Growth Fund H Institutional USD Income USD Moderate Allocation No Yes 1.12
BlackRock Global Dynamic Trends Multi-Asset Fund of funds Class A TWD TWD Moderate Allocation No Yes 1.45
BlackRock Global Dynamic Trends Multi-Asset Fund of funds (Class A TWD Dis) TWD Moderate Allocation No Yes 1.45
BlackRock Global Dynamic Trends Multi-Asset Fund of funds (Class A USD Acc) TWD Moderate Allocation No Yes 1.45
BlackRock Global Dynamic Trends Multi-Asset Fund of funds (Class N TWD Dis) TWD Moderate Allocation No Yes 1.45
BlackRock Global Dynamic Trends Multi-Asset Fund of funds (Class N USD Dis) TWD Moderate Allocation No Yes 1.45
BlackRock Global Dynamic Trends Multi-Asset Fund of funds (Class A USD Dis) TWD Moderate Allocation No Yes 1.45
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