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
Fidelity Funds - US Dollar Cash Fund Y-Acc-USD USD Money Market Yes 0.21
BlackRock Global Funds - US Government Mortgage Impact Fund D2 USD USD Government Bond Yes 0.66
BlackRock Global Funds - US Government Mortgage Impact Fund A2 USD USD Government Bond Yes 1.01
BlackRock Global Funds - US Government Mortgage Impact Fund A3 USD USD Government Bond Yes 1.01
Fidelity Funds - US Dollar Cash Fund A-Acc-USD USD Money Market Yes 0.31
Nomura Funds Ireland plc - Global Sustainable High Yield Bond Fund Class BD USD Global High Yield Bond Yes 2.96
Nomura Funds Ireland plc - Global Sustainable High Yield Bond Fund Class T USD Global High Yield Bond Yes 1.96
Nomura Funds Ireland plc - Global Sustainable High Yield Bond Fund Class TD AUD Hedged Other Bond Yes 1.98
Nomura Funds Ireland plc - Global Sustainable High Yield Bond Fund Class TD USD Global High Yield Bond Yes 1.96
HSBC Global Investment Funds - Euroland Equity Smaller Companies ACHUSD EUR Other Equity No Yes 1.86
Allianz Global Investors Fund - Allianz Euroland Equity Growth AT EUR Eurozone Large-Cap Equity No Yes 1.85
Invesco Funds - Invesco India Equity Fund A Annual Distribution USD India Equity No No 2.05
Invesco Funds - Invesco India Equity Fund C Annual Distribution USD India Equity No No 1.45
FTGF Royce US Smaller Companies Fund Class A Euro Accumulating US Small-Cap Equity No No 2.03
FTGF ClearBridge US Aggressive Growth Fund Class A USD Accumulating US Flex-Cap Equity No Yes 1.79
FTGF Royce US Smaller Companies Fund Class A US$ Accumulating US Small-Cap Equity No No 2.00
BlackRock Global Funds - Latin American Fund D2 Latin America Equity No No 1.33
FTGF ClearBridge US Aggressive Growth Fund Class A USD Distributing (A) US Flex-Cap Equity No Yes 1.79
BlackRock Global Funds - Euro-Markets Fund D2 Eurozone Large-Cap Equity No Yes 1.07
Fidelity Funds - China Consumer Fund A-DIST-EUR China Equity No Yes 1.91
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