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 Global Bond A1 Accumulation USD Global Diversified Bond No 1.55
Schroder International Selection Fund US Large Cap A1 Accumulation USD US Large-Cap Blend Equity No Yes 2.33
Goldman Sachs Global Equity Income - P Cap EUR Global Equity Income No No 1.80
Janus Henderson Capital Funds plc - Global Real Estate Equity Income Fund Class B2 USD Property - Indirect Global No Yes 3.20
Janus Henderson Capital Funds plc - Global Life Sciences Fund Class A2 HEUR Other Equity No Yes 2.38
AB - International Technology Portfolio A Acc Sector Equity Technology No Yes 2.05
UBS (Lux) Bond SICAV - USD Corporates (USD) P-acc USD Corporate Bond No 1.16
Janus Henderson Capital Funds plc - Global Life Sciences Fund Class I2 USD Sector Equity Healthcare No Yes 1.56
Janus Henderson Capital Funds plc - Global Real Estate Equity Income Fund Class I1q USD Property - Indirect Global No Yes 1.10
Amundi Funds - Euroland Equity A EUR (C) Eurozone Large-Cap Equity No No 1.99
DWS Invest Convertibles FC Convertible Bond - Global, EUR Hedged No No 0.80
AB - Global Real Estate Securities Portfolio A Acc Property - Indirect Global No Yes 2.00
Janus Henderson Capital Funds plc - US Forty Fund Class I2 USD US Large-Cap Growth Equity No Yes 1.02
Goldman Sachs Global Equity Income - X Cap EUR Global Equity Income No No 2.30
Pictet-USD Government Bonds I USD USD Government Bond No Yes 0.39
Janus Henderson Capital Funds plc - US Forty Fund Class B2 USD US Large-Cap Growth Equity No Yes 3.14
DWS Invest Convertibles LC Convertible Bond - Global, EUR Hedged No No 1.36
Janus Henderson Capital Funds plc - Global Real Estate Equity Income Fund Class B1q USD Property - Indirect Global No Yes 3.20
Goldman Sachs Europe Equity - X Cap EUR Europe Large-Cap Blend Equity No No 2.10
Amundi Funds - Euroland Equity I2 EUR (C) Eurozone Large-Cap Equity No No 0.76
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