Morningstar

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
LionGlobal Japan Growth Fund SGD Hedged Class A Other Equity No No 1.52
DWS Invest Global Infrastructure USD FC Sector Equity Infrastructure No No 0.83
Schroder International Selection Fund European Dividend Maximiser A Distribution USD Hedged MF Other Equity No No 1.86
Fidelity Funds - Global Technology Fund A-Acc-USD Sector Equity Technology No Yes 1.89
Fidelity Funds - Germany Fund A-Acc-USD (hedged) Other Equity No Yes 1.91
BlackRock Global Funds - Emerging Markets Equity Income Fund A6G USD Global Emerging Markets Equity No No 1.89
LionGlobal Japan Growth Fund USD Hedged Class A Other Equity No No 1.52
AB - Eurozone Equity Portfolio A AUD H Acc Other Equity No No 1.85
LionGlobal Japan Growth JPY Class A Japan Large-Cap Equity No No 1.52
JPMorgan Funds - US Equity All Cap Fund C (acc) - USD US Large-Cap Blend Equity No No 0.79
AB - American Growth Portfolio AD AUD H Inc Other Equity No Yes 1.74
Capital Group Emerging Markets Growth Fund (LUX) Z Global Emerging Markets Equity No Yes 1.03
JPM Europe Equity C (acc) - USD (hedged) Other Equity No No 0.70
JPM Europe Equity A (acc) - USD (hedged) Other Equity No No 1.33
JPMorgan Funds - US Smaller Companies Fund I (acc) - USD US Small-Cap Equity No No 0.91
Goldman Sachs Global Equity Income - Y Dis(M) AUD (hedged ii) Other Equity No No 3.32
Goldman Sachs Eurozone Equity Income - Y Dis(M) USD (hedged i) Other Equity No No 3.29
Goldman Sachs Eurozone Equity Income - X Dis(M) USD (hedged i) Other Equity No No 2.32
Goldman Sachs Eurozone Equity Income - Y Dis(M) EUR Eurozone Large-Cap Equity No No 3.30
Goldman Sachs Eurozone Equity Income - Y Dis(M) AUD (hedged i) Other Equity No No 3.32
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