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 EURO Short Term Bond C Accumulation EUR EUR Diversified Bond - Short Term No 0.32
Schroder International Selection Fund EURO Bond C Accumulation EUR EUR Diversified Bond No 0.53
Schroder International Selection Fund US Large Cap A Accumulation USD US Large-Cap Blend Equity No Yes 1.58
Schroder International Selection Fund Asian Opportunities C Accumulation USD Asia ex-Japan Equity No Yes 1.06
Schroder International Selection Fund Italian Equity A Accumulation EUR Italy Equity No No 1.57
Schroder International Selection Fund Italian Equity C Accumulation EUR Italy Equity No No 1.03
Schroder International Selection Fund Global Bond C Distribution USD Global Diversified Bond No 0.70
Schroder International Selection Fund Global Bond C Accumulation USD Global Diversified Bond No 0.70
UBS (Lux) Emerging Economies Fund - Global Bonds (USD) P-acc Global Emerging Markets Bond No 1.62
BlackRock Global Funds - US Growth Fund A2 US Large-Cap Growth Equity No Yes 1.81
Schroder International Selection Fund US Dollar Bond C Distribution USD USD Diversified Bond No 0.65
Schroder International Selection Fund EURO Short Term Bond A Accumulation EUR EUR Diversified Bond - Short Term No 0.64
Goldman Sachs Eurozone Equity Income - P Cap EUR Eurozone Large-Cap Equity No No 1.80
BlackRock Global Funds - Euro Bond A2 EUR Diversified Bond No 0.98
Goldman Sachs Europe Equity - P Cap EUR Europe Large-Cap Blend Equity No No 1.60
AXA IM Equity Trust - AXA IM Global Small Cap Equity QI B Global Small/Mid-Cap Equity No No 1.73
BNP Paribas Funds Japan Equity Classic Capitalisation Japan Large-Cap Equity No Yes 1.99
Schroder International Selection Fund US Large Cap C Accumulation USD US Large-Cap Blend Equity No Yes 0.83
Schroder International Selection Fund Japanese Equity C Accumulation JPY Japan Large-Cap Equity No Yes 1.04
Goldman Sachs Japan Equity (Former NN) - P Cap JPY Japan Large-Cap Equity No No 1.60
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