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
BNP Paribas Funds Sustainable Global Corporate BondClassicR Global Corporate Bond - USD Hedged Yes No 1.15
BlackRock Sustainable Global Funds - Sustainable Global Dynamic Equity Fund D2 USD Global Large-Cap Blend Equity Yes Yes 1.08
Amundi Funds - European Equity Small Cap A USD (C) Europe Mid-Cap Equity Yes Yes 2.08
Vontobel Fund - Energy Revolution C EUR Sector Equity Alternative Energy Yes No 2.68
Pictet-Water HR USD Other Equity Yes Yes 2.75
Pictet-Nutrition R EUR Sector Equity Agriculture Yes Yes 2.71
Pictet-Nutrition I USD Sector Equity Agriculture Yes Yes 1.11
Pictet-Nutrition R USD Sector Equity Agriculture Yes Yes 2.71
UBS (Lux) Equity Fund - Global Sustainable (USD) I-A1-acc Global Large-Cap Blend Equity Yes Yes 0.75
Stewart Investors Global Emerging Markets Leaders Fund Class IV (Accumulation) USD Global Emerging Markets Equity Yes Yes 1.82
abrdn SICAV I - Japanese Sustainable Equity Fund I Acc JPY Japan Large-Cap Equity Yes Yes 0.88
Amundi Funds - European Equity Small Cap B USD (C) Europe Mid-Cap Equity Yes Yes 2.78
Amundi Funds - European Equity Small Cap B EUR (C) Europe Mid-Cap Equity Yes Yes 2.78
Vontobel Fund - Sustainable Emerging Markets Local Currency Bond C USD Global Emerging Markets Bond - Local Currency Yes Yes 1.97
Amundi Funds - European Equity Small Cap I2 USD (C) Europe Mid-Cap Equity Yes Yes 0.91
Vontobel Fund - Energy Revolution C USD Sector Equity Alternative Energy Yes No 2.68
Amundi Funds - Global Equity Income ESG A2 USD (C) Global Equity Income Yes No 1.78
Robeco Sustainable Property Equities M $ Property - Indirect Global Yes Yes 2.21
Fidelity Funds - Sustainable Demographics Fund Y-Acc-USD Global Large-Cap Growth Equity Yes Yes 1.06
Fidelity Funds - Sustainable Demographics Fund A-Acc-USD Global Large-Cap Growth Equity Yes Yes 1.91
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