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
HSBC Global Investment Funds - Global Equity Climate Transition AD SGD Global Large-Cap Blend Equity Yes Yes 1.15
Pictet - Quest Global Sustainable Equities B dm USD Global Large-Cap Blend Equity Yes Yes 2.83
Neuberger Berman ESG Quality Select Balanced Fund CNH T ACC Other Allocation Yes Yes 1.62
Neuberger Berman ESG Quality Select Balanced Fund CNH N ACC Other Allocation Yes Yes 1.62
Neuberger Berman ESG Quality Select Balanced Fund ZAR T (Monthly) TWD Moderate Allocation Yes Yes 1.62
Neuberger Berman ESG Quality Select Balanced Fund CNH N (Monthly) Other Allocation Yes Yes 1.62
Neuberger Berman ESG Quality Select Balanced Fund AUD N ACC TWD Moderate Allocation Yes Yes 1.62
Neuberger Berman ESG Quality Select Balanced Fund AUD T ACC TWD Moderate Allocation Yes Yes 1.62
Neuberger Berman ESG Quality Select Balanced Fund ZAR N (Monthly) TWD Moderate Allocation Yes Yes 1.62
Neuberger Berman ESG Quality Select Balanced Fund CNH T (Monthly) Other Allocation Yes Yes 1.62
Neuberger Berman ESG Quality Select Balanced Fund AUD T (Monthly) TWD Moderate Allocation Yes Yes 1.62
Neuberger Berman ESG Quality Select Balanced Fund AUD N (Monthly) TWD Moderate Allocation Yes Yes 1.62
Neuberger Berman ESG Quality Select Balanced Fund ZAR N ACC TWD Moderate Allocation Yes Yes 1.62
Neuberger Berman ESG Quality Select Balanced Fund ZAR T ACC TWD Moderate Allocation Yes Yes 1.62
Pictet - Quest Global Sustainable Equities HR dm JPY Other Equity Yes Yes 1.88
Morgan Stanley Investment Funds - Asia Equity Fund A EUR Asia ex-Japan Equity Yes Yes 1.69
Invesco Funds - Invesco Sustainable Global Systematic Equity Fund A Annual Distribution USD Global Large-Cap Blend Equity Yes Yes 1.29
Invesco Funds - Invesco Sustainable Global Systematic Equity Fund C Annual Distribution USD Global Large-Cap Blend Equity Yes Yes 0.89
Schroder International Selection Fund Global Climate Change Equity A Accumulation USD Sector Equity Ecology Yes No 1.83
BlackRock Global Funds - Nutrition Fund A2 USD Sector Equity Agriculture Yes Yes 1.80
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