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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 ESG Quality Select Balanced Fund ZAR N (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 ZAR N ACC TWD Moderate Allocation Yes Yes 1.62
Morgan Stanley Investment Funds - Sustainable Asia Equity Fund A EUR Asia ex-Japan Equity Yes Yes 1.69
FF - Japan Equity ESG Fund A-JPY SGD Japan Large-Cap Equity Yes Yes 1.93
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 1.82
BNP Paribas Funds Global Megatrends Classic Capitalisation Global Large-Cap Blend Equity Yes Yes 1.96
BNP Paribas Funds Global Megatrends I Capitalisation Global Large-Cap Blend Equity Yes Yes 0.96
Invesco Funds - Invesco Sustainable Pan European Systematic Equity Fund C (USD Hedged) Acc USD Other Equity Yes Yes 1.08
BNP Paribas Funds Aqua Classic Capitalisation Sector Equity Water Yes No 2.21
Allianz Global Investors Fund - Allianz Best Styles US Equity IT EUR US Large-Cap Blend Equity Yes Yes 0.70
Invesco Funds - Invesco Sustainable Pan European Systematic Equity Fund A (USD Hedged) MD1 USD Other Equity Yes Yes 1.58
Invesco Funds - Invesco Sustainable Global Systematic Equity Fund A Monthly Distribution-1 USD Global Large-Cap Blend Equity Yes Yes 1.29
BNP Paribas Funds Global Megatrends Classic EUR Capitalisation Global Large-Cap Blend Equity Yes Yes 1.96
UBS (Lux) Equity SICAV - Long Term Themes (USD) P-acc Global Large-Cap Blend Equity Yes Yes 1.79
UBS (Lux) Equity SICAV - Long Term Themes (USD) (EUR hedged) P-acc Other Equity Yes Yes 1.84
Allianz Global Investors Fund - Allianz Best Styles US Equity AT USD US Large-Cap Blend Equity Yes Yes 1.35
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