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
BlackRock Global Funds - World Real Estate Securities Fund A2 USD Property - Indirect Global No Yes 1.85
Templeton Asian Bond Fund A(Mdis)AUD-H1 Other Bond No Yes 1.42
Schroder International Selection Fund Japanese Equity A1 Accumulation USD Hedged Other Equity No Yes 2.38
Fidelity Funds - Global Multi Asset Income Fund A-MINCOME(G)-USD USD Moderate Allocation No No 1.74
Schroder International Selection Fund Japanese Equity C Accumulation USD Hedged Other Equity No Yes 1.08
Fidelity Funds - Global Multi Asset Income Fund A-Acc-USD USD Moderate Allocation No No 1.74
Fidelity Funds - Global Income Fund A-Acc-USD Global Flexible Bond No 1.32
Fidelity Funds - Global Bond Fund Y-Acc-USD Global Diversified Bond No 0.66
Eastspring Investments - US Corporate Bond Fund - AZDM (hedged) Other Bond No 1.20
Eastspring Investments - US Corporate Bond Fund - AZDMC1 (hedged) Other Bond No 1.20
Schroder International Selection Fund Japanese Equity A Accumulation USD Hedged Other Equity No Yes 1.63
Schroder International Selection Fund Japanese Equity I Accumulation USD Hedged Other Equity No Yes 0.08
Neuberger Berman US Real Estate Securities Fund Class USD T (Monthly) Distributing Property - Indirect North America No Yes 2.02
Ninety One Global Strategy Fund - European Equity Fund I Acc USD Europe Large-Cap Blend Equity No No 1.00
Eastspring Investments - US Corporate Bond Fund - AADMC1 (hedged) Other Bond No 1.20
Neuberger Berman US Real Estate Securities Fund Class AUD T (Monthly) Distributing - Hedged Property - Indirect Other No Yes 2.02
Neuberger Berman US Real Estate Securities Fund Class USD B (Monthly) Distributing Property - Indirect North America No Yes 3.02
ABITL Emerging Market Corporate Debt Fund AA TWD Global Emerging Markets Corporate Bond No No 1.82
BNP Paribas Funds Health Care Innovators I Capitalisation Sector Equity Healthcare No Yes 0.96
Neuberger Berman US Real Estate Securities Fund Class AUD B (Monthly) Distributing - Hedged Property - Indirect Other No Yes 3.02
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