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
BlackRock Global Funds - Sustainable Energy Fund C2 Sector Equity Alternative Energy Yes No 3.22
Schroder International Selection Fund US Smaller Companies Impact I Accumulation USD US Small-Cap Equity Yes Yes 0.05
BNY Mellon Sustainable Global Equity Fund USD C Acc Global Large-Cap Blend Equity Yes Yes 1.14
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
AB SICAV I-Sustainable Global Thematic Portfolio I USD Global Large-Cap Growth Equity Yes Yes 1.10
Amundi Funds Net Zero Ambition Top European Players I2 USD (C) Europe Large-Cap Blend Equity Yes Yes 0.86
Invesco Funds - Invesco Energy Transition Fund Class B accumulation - USD Sector Equity Alternative Energy Yes Yes 1.87
JPMorgan Sustainable Infrastructure (div) - USD Sector Equity Infrastructure Yes No 1.26
AB SICAV I –Sustainable US Thematic Portfolio Class S1 US Large-Cap Growth Equity Yes Yes 0.74
Schroder International Selection Fund European Special Situations I Accumulation EUR Europe Large-Cap Growth Equity Yes Yes 0.05
Goldman Sachs Global Social Impact Equity - I Cap USD Global Flex-Cap Equity Yes Yes 0.81
Goldman Sachs Global Climate & Environment Equity - I Cap USD Sector Equity Ecology Yes Yes 0.81
Pictet-Health HR EUR Other Equity Yes Yes 2.77
Schroder International Selection Fund European Special Situations C Accumulation EUR Europe Large-Cap Growth Equity Yes Yes 1.03
Goldman Sachs Global Equity Impact Opportunities - X Cap EUR Global Large-Cap Growth Equity Yes Yes 2.30
Goldman Sachs Global Equity Impact Opportunities - P Cap EUR Global Large-Cap Growth Equity Yes Yes 1.80
Fidelity Funds - Sustainable Asia Equity Fund A-Acc-EUR Asia ex-Japan Equity Yes Yes 1.92
Fidelity Funds - Sustainable Asia Equity Fund A-Acc-USD Asia ex-Japan Equity Yes Yes 1.92
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