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
Goldman Sachs Global Sustainable Equity - X Cap USD Global Large-Cap Growth Equity Yes Yes 2.30
Schroder International Selection Fund Global Sustainable Growth I Accumulation GBP Global Large-Cap Growth Equity Yes Yes 0.06
Fidelity Funds - Sustainable Health Care Fund Y-Acc-USD Sector Equity Healthcare Yes Yes 1.04
BlackRock Global Funds - ESG Multi-Asset Fund A8 USD Hedged USD Moderate Allocation Yes Yes 1.51
FTGF ClearBridge US Equity Sustainability Leaders Fund Class A US$ Accumulating US Large-Cap Blend Equity Yes Yes 1.66
SinoPac Taiwan ESG Plus Fund-A distribution Taiwan Large-Cap Equity Yes Yes 1.34
SinoPac Taiwan ESG Plus Fund-A accumulation Taiwan Large-Cap Equity Yes Yes 1.34
SinoPac Taiwan ESG Plus Fund-I Taiwan Large-Cap Equity Yes Yes 1.34
FTGF ClearBridge US Equity Sustainability Leaders Fund Premier Class A US$ Accumulating US Large-Cap Blend Equity Yes Yes 0.71
Allianz Global Investors Fund - Allianz Global Sustainability IT USD Global Large-Cap Blend Equity Yes No 0.96
BlackRock Global Funds - ESG Multi-Asset Fund A2 AUD Hedged Acc Other Allocation Yes Yes 1.51
BlackRock Global Funds - ESG Multi-Asset Fund A2 ZAR Hedged Acc Other Allocation Yes Yes 1.51
AB SICAV I - Sustainable All Market Portfolio A EUR EUR Moderate Allocation - Global Yes No 1.71
AB SICAV I - Sustainable All Market Portfolio S1 EUR EUR Moderate Allocation - Global Yes No 0.76
AB SICAV I - Sustainable All Market Portfolio A USD H USD Moderate Allocation Yes No 1.71
AB SICAV I - Sustainable All Market Portfolio I USD H USD Moderate Allocation Yes No 1.00
Pictet-Clean Energy Transition HR AUD Other Equity Yes No 2.75
Pictet - Global Environmental Opportunities HR dm ZAR Other Equity Yes Yes 2.76
Pictet - Global Environmental Opportunities HR AUD Other Equity Yes Yes 2.76
Pictet-Clean Energy Transition HR dm ZAR Other Equity Yes No 2.75
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