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 - European Special Situations Fund C2 Europe Large-Cap Growth Equity No Yes 3.07
Fidelity Funds - Asian Special Situations Fund A-Acc-EUR Asia ex-Japan Equity No Yes 1.93
GAM Star Fund plc - GAM Star US All Cap Equity Class EUR Accumulation US Large-Cap Blend Equity No Yes 1.68
HSBC Greater China Equity Fund ACTWD Greater China Equity No No 2.14
Franklin Templeton SinoAm China Fund Greater China Equity No Yes 2.14
Yuanta New China Fund TWD Greater China Equity No No 2.07
BlackRock Global Funds - Global Inflation Linked Bond Fund A2 EUR Hedged Global Inflation-Linked Bond - EUR Hedged No 0.98
BlackRock Global Funds - Global Inflation Linked Bond Fund A2 USD Global Inflation-Linked Bond - USD Hedged No 0.98
BlackRock Global Funds - Global Inflation Linked Bond Fund A3 USD Global Inflation-Linked Bond - USD Hedged No 0.98
GAM Star Fund plc - GAM Star US All Cap Equity Class A USD Accumulation US Large-Cap Blend Equity No Yes 1.93
GAM Star Fund plc - GAM Star China Equity Class A USD Accumulation China Equity No Yes 1.65
Ninety One Global Strategy Fund - Global Franchise Fund I Acc USD Global Large-Cap Growth Equity No Yes 1.00
Ninety One Global Strategy Fund - Global Franchise Fund I Inc USD Global Large-Cap Growth Equity No Yes 1.00
Allianz Global Investors Fund - Allianz Europe Small Cap Equity AT EUR Europe Small-Cap Equity No Yes 2.10
BlackRock Global Funds - Global Inflation Linked Bond Fund D2 USD Global Inflation-Linked Bond - USD Hedged No 0.62
Ninety One Global Strategy Fund - Global Franchise Fund C Inc USD Global Large-Cap Growth Equity No Yes 2.90
Robeco BP US Premium Equities D € US Large-Cap Value Equity No Yes 1.71
Allianz Global Investors Fund - Allianz Europe Small Cap Equity IT EUR Europe Small-Cap Equity No Yes 1.09
Ninety One Global Strategy Fund - Global Franchise Fund C Acc USD Global Large-Cap Growth Equity No Yes 2.90
JPMorgan Funds - Emerging Markets Opportunities Fund A (acc) - USD Global Emerging Markets Equity No Yes 1.77
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