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
UBS (Lux) Equity SICAV - Long Term Themes (USD) (EUR hedged) P-acc Other Equity Yes Yes 1.91
Allianz Global Investors Fund - Allianz Best Styles US Equity AT USD US Large-Cap Blend Equity Yes Yes 1.35
Morgan Stanley Investment Funds - Sustainable Asia Equity Fund A Asia ex-Japan Equity Yes No 1.69
Invesco Funds - Invesco Sustainable Pan European Structured Equity Fund A Acc EUR Europe Large-Cap Blend Equity Yes Yes 1.58
Fidelity Funds - Sustainable Multi Asset Income Fund A (AD) USD USD Moderate Allocation Yes No 1.78
Fidelity Funds - Sustainable Japan Equity Fund A-JPY Japan Large-Cap Equity Yes Yes 1.92
Schroder International Selection Fund Global Cities A Accumulation EUR Hedged Property - Indirect Other Yes Yes 1.87
Schroder International Selection Fund Global Cities A Accumulation USD Property - Indirect Global Yes Yes 1.84
UBS (Lux) Equity SICAV - Global Income Sustainable (USD) I-A1-acc Global Equity Income Yes No 0.63
BlackRock Global Funds - Sustainable World Bond Fund D2 USD Global Diversified Bond - USD Hedged Yes 0.63
Fidelity Funds - Sustainable Japan Equity Fund Y-Acc-JPY Japan Large-Cap Equity Yes Yes 1.07
abrdn SICAV I - Japanese Smaller Companies Sustainable Equity Fund A Acc JPY Japan Small/Mid-Cap Equity Yes No 1.71
abrdn SICAV I - Japanese Smaller Companies Sustainable Equity Fund I Acc JPY Japan Small/Mid-Cap Equity Yes No 0.92
Jih Sun Anti-Global Warming Fund Sector Equity Ecology Yes Yes 2.31
AXA World Funds - Emerging Markets Responsible Equity QI A Capitalisation USD Global Emerging Markets Equity Yes Yes 0.99
BlackRock Global Funds - Sustainable World Bond Fund A2 EUR Hedged Global Diversified Bond - EUR Hedged Yes 1.03
Fidelity Funds - Sustainable Multi Asset Income Fund Y-Acc-USD USD Moderate Allocation Yes No 1.08
Goldman Sachs Global Environmental Transition Equity - X Cap EUR Sector Equity Energy Yes No 2.30
BlackRock Global Funds - Nutrition Fund A2 EUR Hedged Other Equity Yes Yes 1.82
KBI Funds ICAV - KBI Water Fund Class F EUR Sector Equity Water Yes No 1.95
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