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
Schroder International Selection Fund Global Inflation Linked Bond C Distribution USD Hedged Global Inflation-Linked Bond - USD Hedged No No 0.54
Allianz Global Investors Fund - Allianz Japan Equity A USD Japan Large-Cap Blend Equity No Yes 1.85
Schroder International Selection Fund US Dollar Bond C Accumulation EUR Hedged Other Bond No 0.68
Manulife Global Fund-USD Income Fund AA USD Diversified Bond No No 1.25
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund A3 Global Emerging Markets Bond - Local Currency No No 1.24
BlackRock Global Funds - Euro Bond Fund D2 EUR Diversified Bond No No 0.59
BlackRock Global Funds - World Gold Fund D2 Sector Equity Precious Metals No No 1.34
Franklin Natural Resources Fund A(acc)USD Sector Equity Energy No No 1.82
Schroder International Selection Fund US Dollar Bond C Accumulation USD USD Diversified Bond No 0.65
PineBridge Global Funds - US Large Cap Research Enhanced Fund A US Large-Cap Blend Equity No No 1.70
Franklin Natural Resources Fund A(acc)EUR Sector Equity Energy No No 1.82
Schroder International Selection Fund Global Dividend Maximiser C Distribution USD Q Global Equity Income No No 1.07
Schroder International Selection Fund Global Dividend Maximiser C Accumulation USD Global Equity Income No No 1.07
Russell Investment Company V plc - Russell Investments Multi-Asset 70 Fund B USD Aggressive Allocation No No 2.10
Franklin Natural Resources Fund I(acc)USD Sector Equity Energy No No 0.96
T. Rowe Price Funds SICAV - European Equity Fund A Europe Large-Cap Blend Equity No No 1.67
T. Rowe Price Funds SICAV - European Equity Fund I Europe Large-Cap Blend Equity No No 0.75
Russell Investment Company V plc - Russell Investments Multi-Asset 50 Fund B USD Moderate Allocation No No 2.00
JPMorgan Funds - US Select Equity Plus Fund A (acc) - USD US Large-Cap Blend Equity No No 1.69
Russell Investment Company V plc - Russell Investments Multi-Asset 90 Fund B USD Aggressive Allocation No No 2.20
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