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
Schroder International Selection Fund US Smaller Companies Impact C Accumulation USD US Small-Cap Equity Yes Yes 1.13
UBS (Lux) Strategy Fund - Growth (USD) P-acc USD Aggressive Allocation Yes No 2.00
Amundi Funds Net Zero Ambition Top European Players A EUR (C) Europe Large-Cap Blend Equity Yes Yes 1.94
Vontobel Fund - Green Bond B EUR Global Diversified Bond - EUR Hedged Yes No 0.69
Invesco Funds - Invesco Energy Transition Enablement Fund Class C accumulation - USD Sector Equity Alternative Energy Yes Yes 0.90
Amundi Funds Net Zero Ambition Top European Players B USD (C) Europe Large-Cap Blend Equity Yes Yes 2.78
Goldman Sachs Global Social Impact Equity - P Cap USD Global Flex-Cap Equity Yes Yes 1.80
Amundi Funds Net Zero Ambition Top European Players I2 EUR (C) Europe Large-Cap Blend Equity Yes Yes 0.86
UBS (Lux) Strategy Fund - Balanced (USD) P-acc USD Moderate Allocation Yes No 1.80
Amundi Funds Net Zero Ambition Top European Players B EUR (C) Europe Large-Cap Blend Equity Yes Yes 2.78
Amundi Funds Net Zero Ambition Top European Players A USD (C) Europe Large-Cap Blend Equity Yes Yes 1.89
AB SICAV I - Sustainable US Thematic Portfolio Class A USD US Large-Cap Growth Equity Yes Yes 1.70
AB SICAV I –Sustainable US Thematic Portfolio Class I US Large-Cap Growth Equity Yes Yes 0.90
BlackRock Global Funds - Sustainable Energy Fund C2 Sector Equity Alternative Energy Yes No 3.22
Templeton Global Climate Change Fund I(acc)EUR Sector Equity Ecology Yes No 0.85
Schroder International Selection Fund US Smaller Companies Impact I Accumulation USD US Small-Cap Equity Yes Yes 0.05
Pictet-Health I USD Sector Equity Healthcare Yes Yes 1.12
Pictet-Health R USD Sector Equity Healthcare Yes Yes 2.72
Schroder International Selection Fund US Smaller Companies Impact A1 Accumulation USD US Small-Cap Equity Yes Yes 2.33
Amundi Funds Net Zero Ambition Top European Players I2 USD (C) Europe Large-Cap Blend Equity Yes Yes 0.86
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