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
Pictet - Global Thematic Opportunities R USD Global Large-Cap Blend Equity Yes Yes 2.91
BNP Paribas Funds Sustainable Asia Ex-Japan Equity Classic MD Distribution Asia ex-Japan Equity Yes Yes 1.98
Schroder International Selection Fund Healthcare Innovation A Accumulation USD Sector Equity Healthcare Yes Yes 1.86
Schroder International Selection Fund Healthcare Innovation C Accumulation USD Sector Equity Healthcare Yes Yes 1.06
Allianz Global Investors Fund - Allianz Smart Energy AT USD Sector Equity Alternative Energy Yes No 1.95
Allianz Global Investors Fund - Allianz Smart Energy IT USD Sector Equity Alternative Energy Yes No 1.04
Ninety One Global Strategy Fund - Global Environment Fund C Acc USD Sector Equity Ecology Yes No 2.70
Allianz Global Investors Fund - Allianz Global Water AT USD Sector Equity Water Yes Yes 2.10
UBAM - EM Responsible Income Opportunities IDm USD Global Emerging Markets Corporate Bond Yes No 0.86
Natixis International Funds (Lux) I - Thematics Subscription Economy Fund R/A (USD) Global Flex-Cap Equity Yes Yes 2.05
Natixis International Funds (Lux) I - Thematics Subscription Economy Fund I/A (USD) Global Flex-Cap Equity Yes Yes 1.21
BNP Paribas Funds Energy Transition - Classic Capitalisation GBP Sector Equity Alternative Energy Yes No 1.99
PineBridge ESG Emerging Market Corporate Strategy Bond Fund I Global Emerging Markets Corporate Bond Yes No 1.74
BNP Paribas Funds Aqua I Sector Equity Water Yes No 1.11
Taishin ESG Emerging Markets Bond Fund A TWD Global Emerging Markets Bond Yes No 1.94
Taishin ESG Emerging Markets Bond Fund B TWD Global Emerging Markets Bond Yes No 1.94
Taishin ESG Emerging Markets Bond Fund NB TWD Global Emerging Markets Bond Yes No 1.94
Taishin ESG Emerging Markets Bond Fund A USD Global Emerging Markets Bond Yes No 1.94
Taishin ESG Emerging Markets Bond Fund B USD Global Emerging Markets Bond Yes No 1.94
Taishin ESG Emerging Markets Bond Fund NB USD Global Emerging Markets Bond Yes No 1.94
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