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
Neuberger Berman Emerging Markets Equity Fund Class USD B Accumulating Global Emerging Markets Equity No Yes 3.29
Neuberger Berman Emerging Markets Equity Fund Class AUD E Accumulating - Hedged Other Equity No Yes 3.30
FTGF ClearBridge Infrastructure Value Fund Class A USD Distributing (Q) Sector Equity Infrastructure No No 1.96
FTGF ClearBridge Infrastructure Value Fund Class A Euro Accumulating Sector Equity Infrastructure No No 1.96
Natixis International Funds (Lux) I - Loomis Sayles Global Credit Fund H-I/A (USD) Global Corporate Bond - USD Hedged No No 0.71
BNY Mellon U.S. Equity Income Fund USD C Inc US Equity Income No No 1.13
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond AT USD Asia High Yield Bond No No 1.55
Ninety One Global Strategy Fund - Global Managed Income Fund C Inc-3 USD USD Cautious Allocation No No 2.43
Eastspring Investments - Global EM Dynamic Fund - C Global Emerging Markets Equity No Yes 0.90
BNY Mellon U.S. Equity Income Fund EUR A Acc US Equity Income No No 2.13
Fidelity Funds - Global Technology Fund Y-Acc-USD Sector Equity Technology No Yes 1.04
Eurizon Fund - Flexible Equity Strategy Class Unit ZU2 USD Accumulation USD Flexible Allocation No No 0.81
Invesco Funds - Invesco Global Investment Grade Corporate Bond Fund S Accumulation USD Global Corporate Bond - USD Hedged No No 0.47
Jupiter Emerging Market Debt Income Fund L (AUD) Hedged Inc (F) Other Bond No 1.95
Jupiter Global Fixed Income Fund C2 (ZAR) Hedged Inc (F) Other Bond No No 2.22
Jupiter Global Fixed Income Fund L (USD) Income (F) Global Diversified Bond - USD Hedged No No 1.24
Jupiter Global Fixed Income Fund L (AUD) Hedged Income (F) Other Bond No No 1.24
Jupiter Emerging Market Debt Income Fund L (ZAR) Hedged Inc (F) Other Bond No 1.96
Jupiter Global Fixed Income Fund C2 (AUD) Hedged Inc (F) Other Bond No No 2.23
Jupiter Emerging Market Debt Income Fund L USD Inc (F) Global Emerging Markets Corporate Bond No 1.95
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