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 - Global Inflation-linked Bond Fund Y-Acc-EUR (hedged) Global Inflation-Linked Bond - EUR Hedged No 0.51
Franklin Templeton SinoAm New World Fund TWD Other Equity No Yes 2.30
Manulife Global Fund - Healthcare Fund AA Sector Equity Healthcare No Yes 1.63
Invesco Funds - Invesco Pan European Small Cap Equity Fund A Annual Distribution USD Europe Small-Cap Equity No Yes 2.08
HSBC Global Investment Funds - Global Emerging Markets Equity IC Global Emerging Markets Equity No No 1.04
BlackRock Global Funds - China Fund D2 USD China Equity No Yes 1.09
BlackRock Global Funds - China Fund A2 China Equity No Yes 1.84
BlackRock Global Funds - World Healthscience Fund D2 Sector Equity Healthcare No Yes 1.06
BlackRock Global Funds - European Special Situations Fund I2 EUR Europe Large-Cap Growth Equity No Yes 0.81
BlackRock Global Funds - Global Long-Horizon Equity Fund D2 Global Large-Cap Growth Equity No Yes 1.06
BlackRock Global Funds - China Fund A2 EUR Hedged Other Equity No Yes 1.84
Franklin Sustainable Global Growth Fund I(acc)USD Global Large-Cap Growth Equity No Yes 0.97
UBS (Lux) Money Market Fund - USD K-1-acc USD Money Market No 0.26
Franklin Sustainable Global Growth Fund A(acc)EUR Global Large-Cap Growth Equity No Yes 1.89
Franklin Sustainable Global Growth Fund A(acc)USD Global Large-Cap Growth Equity No Yes 1.89
Amundi Funds - US Bond I2 EUR (C) USD Diversified Bond No 0.56
Allianz Global Investors Fund - Allianz China Equity IT USD China Equity No Yes 1.29
Schroder International Selection Fund Asian Total Return C Accumulation EUR Hedged Other Equity No Yes 1.32
FTGF ClearBridge US Large Cap Growth Fund Premier Class US$ Accumulating US Large-Cap Growth Equity No Yes 0.72
UBS (Lux) Money Market Fund - USD INSTITUTIONAL-acc USD Money Market No 0.19
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