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
Templeton European Sustainability Improvers Fund A(acc)EUR Europe Large-Cap Blend Equity Yes No 1.89
Templeton European Sustainability Improvers Fund I(acc)EUR Europe Large-Cap Blend Equity Yes No 0.85
BlackRock Global Funds - Nutrition Fund D2 Sector Equity Agriculture Yes Yes 1.00
Goldman Sachs Global Environmental Transition Equity - Y Cap USD Sector Equity Energy Yes No 3.30
Goldman Sachs Emerging Markets Enhanced Index Sustainable Equity - Y Cap USD Global Emerging Markets Equity Yes Yes 2.10
abrdn SICAV I - Japanese Smaller Companies Sustainable Equity Fund X Acc JPY Japan Small/Mid-Cap Equity Yes No 0.96
Allianz Global Investors Fund - Allianz Best Styles US Equity AT EUR US Large-Cap Blend Equity Yes Yes 1.35
abrdn SICAV I - Japanese Smaller Companies Sustainable Equity Fund A Acc Hedged USD Other Equity Yes No 1.71
KBI Funds ICAV - KBI Water Fund Class C USD Sector Equity Water Yes No 1.96
Allianz Global Investors Fund - Allianz Best Styles US Equity I USD US Large-Cap Blend Equity Yes Yes 0.71
Fidelity Funds - Sustainable Japan Equity Fund A-Acc-USD (hedged) Other Equity Yes Yes 1.92
UBS (Lux) Equity SICAV - Global Income Sustainable (USD) P-acc Global Equity Income Yes No 1.77
BlackRock Global Funds - Systematic Sustainable Global SmallCap Fund A2 AUD Hedged Other Equity Yes No 1.87
Stewart Investors Worldwide Leaders Sustainability Fund Class III (Accumulation) USD Global Large-Cap Growth Equity Yes Yes 0.55
UBS (Lux) Equity SICAV - Global Income Sustainable (USD) Q-acc Global Equity Income Yes No 1.08
Invesco Funds - Invesco Sustainable Pan European Structured Equity Fund A (USD Hedged) Acc USD Other Equity Yes Yes 1.58
Invesco Funds - Invesco Sustainable Pan European Structured Equity Fund A (PfHgd) Acc EUR Other Equity Yes Yes 1.58
BlackRock Global Funds - Sustainable World Bond Fund I1 USD Global Diversified Bond - USD Hedged Yes 0.47
Templeton European Sustainability Improvers Fund A(Mdis)USD Europe Large-Cap Blend Equity Yes No 1.87
BlackRock Global Funds - Systematic Sustainable Global SmallCap Fund A2 Global Small/Mid-Cap Equity Yes No 1.87
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