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
Allianz Global Investors Global Demographic Trends Fund Global Large-Cap Growth Equity No Yes 2.02
Russell Investment Company V plc - Russell Investments Multi-Asset 35 Fund B USD Cautious Allocation No No 2.00
Nomura Global REITs Fund Dividend pay-Monthly TWD Property - Indirect Global No Yes 1.89
JPMorgan Funds - US Technology Fund I (acc) - USD Sector Equity Technology No Yes 0.78
Manulife Global Fund - Global Equity Fund AA Global Large-Cap Value Equity No No 1.64
Schroder International Selection Fund European Dividend Maximiser A Accumulation EUR Europe Equity Income No No 1.91
Schroder International Selection Fund European Dividend Maximiser C Distribution EUR QF Europe Equity Income No No 1.09
Templeton Emerging Markets Smaller Companies Fund A(Ydis)USD Global Emerging Markets Small/Mid-Cap Equity No Yes 2.44
Schroder International Selection Fund European Dividend Maximiser C Accumulation EUR Europe Equity Income No No 1.11
Ninety One Global Strategy Fund - Global Natural Resources Fund A Acc USD Sector Equity Natural Resources No No 1.90
Ninety One Global Strategy Fund - Global Natural Resources Fund I Acc USD Sector Equity Natural Resources No No 1.00
Ninety One Global Strategy Fund - Global Natural Resources Fund C Inc USD Sector Equity Natural Resources No No 2.60
T. Rowe Price Funds SICAV - Global Natural Resources Equity Fund A Sector Equity Natural Resources No No 1.77
Templeton Emerging Markets Smaller Companies Fund I(acc)USD Global Emerging Markets Small/Mid-Cap Equity No Yes 1.38
AB FCP I - Short Duration Bond Portfolio AT-ACCU-EUR Global Diversified Bond - USD Hedged No No 1.16
Ninety One Global Strategy Fund - Global Gold Fund I Acc USD Sector Equity Precious Metals No No 1.00
Fuh Hwa Olympic II Fund of Funds TWD A TWD Moderate Allocation No No 1.09
Schroder International Selection Fund QEP Global Quality A1 Accumulation USD Global Large-Cap Blend Equity No Yes 2.34
T. Rowe Price Funds SICAV - Global Natural Resources Equity Fund I Sector Equity Natural Resources No No 0.85
Schroder International Selection Fund QEP Global Quality C Accumulation USD Global Large-Cap Blend Equity No Yes 0.84
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