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
UBS (Lux) Key Selection SICAV - European Growth and Income (EUR) (CHF hedged) P-6%-mdist CHF Moderate Allocation No No 1.83
Allianz India Equity A (EUR) India Equity No No 2.30
Invesco Funds - Invesco Pan European High Income Fund A (RMB Hedged) Monthly Distribution-1 RMB Other Allocation No No 1.61
Invesco Funds - Invesco Pan European High Income Fund A (GBP Hedged) Monthly Distribution-1 GBP GBP Allocation 20-40% Equity No No 1.61
Barings Emerging Markets Umbrella Fund - Barings Latin America Fund Class I EUR Acc Latin America Equity No No 1.00
Fidelity Funds - European Dividend Fund A-MCDIST(G)-JPY (JPY/EUR hedged) Other Equity No No 1.94
Allianz Global Investors Fund - Allianz India Equity W (H-EUR) Other Equity No No 0.94
BNP Paribas Funds US Small Cap U16 USD MD US Small-Cap Equity No No 1.86
BNP Paribas Funds US Small Cap U16 RH CNH MD Other Equity No No 1.86
BNP Paribas Funds US Small Cap U16 HKD MD US Small-Cap Equity No No 1.86
Allianz Global Investors Fund - Allianz China Equity AT3 (EUR) China Equity No Yes 2.14
Allianz Global Investors Fund - Allianz All China Equity AT3 (H2-EUR) Other Equity No Yes 1.88
JPMorgan SAR Hong Kong - Class D (acc) - HKD Hong Kong Equity No Yes 0.00
Wellington Global Quality Growth Fund USD A Acc Unhedged Global Large-Cap Growth Equity No Yes 2.19
Wellington Global Quality Growth Fund HKD A Acc Hedged Other Equity No Yes 2.19
Wellington Global Quality Growth Fund SGD A Acc Hedged Other Equity No Yes 2.19
JPMorgan SAR Hong Kong Fund - Class PRC Hong Kong Equity No Yes 1.83
JPMorgan SAR Hong Kong Fund - Class PRC Hedged Hong Kong Equity No Yes 1.83
BNY Mellon Efficient U.S. Fallen Angels Beta Fund USD SY Inc (M) USD High Yield Bond No 0.99
T. Rowe Price Funds SICAV - US Large Cap Growth Equity Fund A6p USD US Large-Cap Growth Equity No Yes 1.58
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