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
Fidelity Funds - ASEAN Fund A-Acc-USD ASEAN Equity No Yes 1.94
PIMCO GIS Diversified Income Fund E Class USD Accumulation Global Flexible Bond - USD Hedged No 1.60
Franklin U.S. Opportunities Fund A(acc)EUR US Large-Cap Growth Equity No Yes 1.81
Fidelity Funds - Global Bond Fund A-Acc-USD Global Diversified Bond No 1.05
Fuh Hwa Global Asset Backed Securities Fund-TWD A Property - Indirect Global No Yes 1.89
GAM Star Fund plc - GAM Star Asian Equity Class Ordinary EUR Accumulation Asia ex-Japan Equity No Yes 1.90
BlackRock Global Funds - Japan Flexible Equity Fund I2 JPY Japan Large-Cap Equity No No 0.81
BlackRock Global Funds - US Growth Fund I2 USD US Large-Cap Growth Equity No Yes 0.80
BlackRock Global Funds - World Real Estate Securities Fund A6 USD Property - Indirect Global No Yes 1.85
LO Funds - Asia Value Bond (USD) NA Asia Bond No 0.67
LO Funds - Asia Value Bond (USD) PA Asia Bond No 1.25
LO Funds - Asia Value Bond (USD) PD Asia Bond No 1.25
Neuberger Berman US Real Estate Securities Fund Class AUD E (Monthly) Distributing - Hedged Property - Indirect Other No Yes 3.02
Neuberger Berman US Real Estate Securities Fund Class ZAR E (Monthly) Distributing - Hedged Property - Indirect Other No Yes 3.02
Neuberger Berman US Real Estate Securities Fund Class USD E (Monthly) Distributing Property - Indirect North America No Yes 3.01
PGIM Jennison US Growth Fund USD I Accumulation US Large-Cap Growth Equity No Yes 0.70
Schroder International Selection Fund Global Credit Income A Distribution USD MF Global Flexible Bond - USD Hedged No 1.39
Schroder International Selection Fund Global Credit Income A Accumulation EUR Hedged Global Flexible Bond - EUR Hedged No 1.42
Schroder International Selection Fund Global Credit Income A Distribution AUD Hedged MFC Other Bond No 1.42
Schroder International Selection Fund Global Credit Income I Accumulation USD Global Flexible Bond - USD Hedged No 0.06
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