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
M&G (Lux) Global Sustain Paris Aligned Fund USD A Acc Global Large-Cap Blend Equity Yes Yes 1.97
M&G (Lux) Pan European Sustain Paris Aligned Fund USD A Acc Europe Large-Cap Blend Equity Yes Yes 1.70
M&G (Lux) Global Sustain Paris Aligned Fund USD A Inc Global Large-Cap Blend Equity Yes Yes 1.97
Fidelity Funds - Sustainable Water & Waste Fund Y Acc USD Sector Equity Water Yes Yes 1.05
Fidelity Funds - Sustainable Water & Waste Fund A Acc USD Sector Equity Water Yes Yes 1.90
Allianz Global Investors Fund - Allianz Green Bond AT H2 USD Global Diversified Bond - USD Hedged Yes No 1.14
Allianz Global Investors Fund - Allianz Green Bond IT H2 USD Global Diversified Bond - USD Hedged Yes No 0.61
HSBC Global Investment Funds - Global Lower Carbon Equity ID HKD Global Large-Cap Blend Equity Yes No 0.65
HSBC Global Investment Funds - Global Lower Carbon Equity ID GBP Global Large-Cap Blend Equity Yes No 0.65
HSBC Global Investment Funds - Global Lower Carbon Equity ID AUD Global Large-Cap Blend Equity Yes No 0.65
HSBC Global Investment Funds - Global Lower Carbon Equity ID SGD Global Large-Cap Blend Equity Yes No 0.65
HSBC Global Investment Funds - Global Lower Carbon Equity ID CHF Global Large-Cap Blend Equity Yes No 0.65
HSBC Global Investment Funds - Global Lower Carbon Equity ID EUR Global Large-Cap Blend Equity Yes No 0.65
HSBC Global Investment Funds - Global Lower Carbon Equity ID JPY Global Large-Cap Blend Equity Yes No 0.65
Natixis International Funds (Lux) I - Thematics Safety Fund I/A (USD) Global Flex-Cap Equity Yes Yes 1.21
Natixis International Funds (Lux) I - Thematics Safety Fund R/A (USD) Global Flex-Cap Equity Yes Yes 2.05
Natixis International Funds (Lux) I - Thematics AI and Robotics Fund I/A (USD) Sector Equity Technology Yes Yes 1.21
Natixis International Funds (Lux) I - Thematics AI and Robotics Fund R/A (USD) Sector Equity Technology Yes Yes 2.05
Ninety One Global Strategy Fund - Global Environment Fund I Acc USD Sector Equity Ecology Yes No 1.00
Ninety One Global Strategy Fund - Global Environment Fund A Acc USD Sector Equity Ecology Yes No 1.90
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