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
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
BlackRock Global Funds - Sustainable Energy Fund D2 EUR Sector Equity Alternative Energy Yes No 1.22
BlackRock Global Funds - Sustainable Energy Fund I2 EUR Sector Equity Alternative Energy Yes No 0.96
BlackRock Global Funds - Sustainable Energy Fund A2 USD EUR Sector Equity Alternative Energy Yes No 1.97
BlackRock Global Funds - Sustainable Energy Fund C2 EUR Sector Equity Alternative Energy Yes No 3.22
AB SICAV I –Sustainable US Thematic Portfolio Class E Shares USD US Large-Cap Growth Equity Yes Yes 2.70
Fubon Taiwan Sustainable Growth and Dividend Fund Taiwan Large-Cap Equity Yes Yes 1.76
Schroder International Selection Fund Global Sustainable Growth U Accumulation USD Global Large-Cap Growth Equity Yes Yes 2.63
Pictet-Timber HR AUD Other Equity Yes No 2.76
Pictet-Timber HR dm ZAR Other Equity Yes No 2.77
Taishin ESG Global Environmental Growth Equity Fund-TWD-NA Sector Equity Ecology Yes No 2.29
Taishin ESG Global Environmental Growth Equity Fund-TWD-A Sector Equity Ecology Yes No 2.29
Taishin ESG Global Environmental Growth Equity Fund-USD-A Sector Equity Ecology Yes No 2.29
Taishin ESG Global Environmental Growth Equity Fund-TWD-I Sector Equity Ecology Yes No 2.29
Taishin ESG Global Environmental Growth Equity Fund-USD-NA Sector Equity Ecology Yes No 2.29
Taishin ESG Global Environmental Growth Equity Fund-USD-I Sector Equity Ecology Yes No 2.29
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