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
HSBC Global Investment Funds - Global Equity Climate Change AD Global Large-Cap Blend Equity Yes Yes 1.89
Schroder International Selection Fund Global Sustainable Growth A Accumulation USD Global Large-Cap Growth Equity Yes Yes 1.64
BNP Paribas Inclusive Growth - EUR Global Large-Cap Blend Equity Yes Yes 1.98
Amundi Funds - European Equity Small Cap U EUR (C) Europe Mid-Cap Equity Yes Yes 2.75
Amundi Funds - European Equity Small Cap U USD (C) Europe Mid-Cap Equity Yes Yes 2.75
Amundi Funds - European Equity Small Cap T USD (C) Europe Mid-Cap Equity Yes Yes 2.76
Amundi Funds - European Equity Small Cap T USD Hgd (C) Other Equity Yes Yes 2.75
Amundi Funds - European Equity Small Cap U USD Hgd (C) Other Equity Yes Yes 2.75
Amundi Funds - European Equity Small Cap T EUR (C) Europe Mid-Cap Equity Yes Yes 2.74
Amundi Funds - Global Ecology ESG U USD (C) Sector Equity Ecology Yes Yes 2.75
Pictet - Quest Global Sustainable Equities R dm EUR Global Large-Cap Blend Equity Yes Yes 1.98
UBS (Lux) Strategy Fund - Fixed Income Sustainable (USD) P-mdist Global Bond - USD Hedged Yes No 1.19
Schroder International Selection Fund European Sustainable Value A Accumulation EUR Europe Equity Income Yes Yes 1.84
Schroder International Selection Fund European Sustainable Value A Distribution EUR QV Europe Equity Income Yes Yes 1.84
Aberdeen Standard SICAV I - European Sustainable Equity Fund A Acc EUR Europe Large-Cap Growth Equity Yes Yes 1.69
Aberdeen Standard SICAV I – Global Sustainable Equity Fund A Acc USD Global Large-Cap Blend Equity Yes Yes 1.69
Amundi Funds - Global Ecology ESG A EUR (C) Sector Equity Ecology Yes Yes 2.35
Fidelity Funds - Sustainable Global Health Care Fund A-DIST-EUR Sector Equity Healthcare Yes Yes 1.90
BlackRock Global Funds - Sustainable Energy Fund A2 Sector Equity Alternative Energy Yes No 2.00
BlackRock Global Funds - ESG Multi-Asset Fund A2 EUR EUR Moderate Allocation - Global Yes Yes 1.50
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