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 Sustainable Europe Equity Fund Europe Large-Cap Blend Equity Yes No 1.93
HSBC GIF Global Equity Climate Change Global Large-Cap Blend Equity Yes Yes 1.85
Schroder ISF Global Sustainable Growth Global Large-Cap Growth Equity Yes Yes 1.64
BNP Paribas Sustainable Glbl Low Vol Eq Global Large-Cap Blend Equity Yes Yes 1.98
Amundi Fds Global Ecology ESG Sector Equity Ecology Yes Yes 2.75
UBS (Lux) ES US Total Yield Sust (USD) US Equity Income Yes Yes 0.54
EdRF Europe Convertibles Convertible Bond - Other Yes Yes 1.89
EdRF Europe Convertibles Convertible Bond - Europe Yes Yes 1.79
EdRF Europe Convertibles Convertible Bond - Europe Yes Yes 1.81
Schroder ISF European Sustainable Value Europe Equity Income Yes No 1.85
Schroder ISF European Sustainable Value Europe Equity Income Yes No 1.85
abrdn European Sustainable Eq Fd Europe Large-Cap Growth Equity Yes Yes 1.69
abrdn Global Sustainable Equity Fund Global Large-Cap Blend Equity Yes Yes 1.69
Amundi Fds Global Ecology ESG Sector Equity Ecology Yes Yes 3.06
Fidelity Sustainable Europe Equity Fund Europe Large-Cap Blend Equity Yes No 1.93
Allianz Global Sustainability Global Large-Cap Blend Equity Yes Yes 1.85
BGF Sustainable Energy Fund Sector Equity Alternative Energy Yes No 1.96
Invesco Energy Transition Fund Sector Equity Alternative Energy Yes No 1.35
Allianz Global Sustainability Global Large-Cap Blend Equity Yes Yes 1.85
MS INVF Emerging Leaders Equity Fund Global Emerging Markets Equity Yes Yes 2.19
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