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
UBS (Lux) Equity Fund - Global Sustainable (USD) P-acc Global Large-Cap Blend Equity Yes Yes 1.82
UBS (Lux) Equity Fund - Japan sustainable (JPY) P-acc Japan Large-Cap Equity Yes No 1.60
BNP Paribas Funds Sustainable Europe Dividend Classic Capitalisation Europe Equity Income Yes No 1.98
Robeco Sustainable Property Equities D € Property - Indirect Global Yes Yes 1.61
Amundi Funds - European Equity Small Cap A EUR (C) Europe Mid-Cap Equity Yes Yes 2.08
AXA World Funds - Global Responsible Aggregate A Capitalisation USD (Hedged) Global Diversified Bond - USD Hedged Yes No 1.01
Pictet-Water R EUR Sector Equity Water Yes Yes 2.70
AXA World Funds - Europe Small Cap A Capitalisation EUR Europe Mid-Cap Equity Yes Yes 2.03
BNP Paribas Funds Sustainable Europe Dividend I Capitalisation Europe Equity Income Yes No 0.96
UBS (Lux) Strategy Fund - Fixed Income Sustainable (USD) P-acc Global Diversified Bond - USD Hedged Yes No 1.21
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) P-acc USD Moderate Allocation Yes No 1.77
Templeton Global Climate Change Fund I(acc)EUR Sector Equity Ecology Yes No 0.85
AXA World Funds - Global Responsible Aggregate I Capitalisation USD (Hedged) Global Diversified Bond - USD Hedged Yes No 0.54
AXA World Funds - Global Responsible Aggregate A Capitalisation EUR Global Diversified Bond - EUR Hedged Yes No 0.98
BlackRock Sustainable Global Funds - Sustainable Global Dynamic Equity Fund A2 USD Global Large-Cap Blend Equity Yes Yes 1.83
Allianz Global Investors Global Eco Trends Fund- A TWD Sector Equity Ecology Yes No 2.05
Pictet - Global Thematic Opportunities-R EUR Acc Global Large-Cap Blend Equity Yes Yes 2.91
UBAM - EM Responsible Income Opportunities ID USD Global Emerging Markets Corporate Bond Yes No 0.86
Allianz Global Investors Fund - Allianz Green Bond AT EUR Global Diversified Bond - EUR Hedged Yes No 1.14
abrdn SICAV I - Japanese Sustainable Equity Fund X Acc Hedged USD Other Equity Yes Yes 0.92
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