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 Industrials Fund Y-Acc-EUR Sector Equity Industrial Materials No No 1.08
Fidelity Funds - US Dollar Bond Fund Y-Acc-USD USD Diversified Bond No No 0.64
BlackRock Global Funds - World Gold Fund D2 EUR Hedged Other Equity No No 1.34
Schroder International Selection Fund US Small & Mid-Cap Equity A1 Accumulation EUR Hedged Other Equity No Yes 2.37
Fidelity Funds - Global Financial Services Fund Y-Acc-EUR Sector Equity Financial Services No No 1.05
Fidelity Funds - Latin America Fund Y-Acc-USD Latin America Equity No No 1.10
BlackRock Global Funds - US Growth Fund D2 US Large-Cap Growth Equity No Yes 1.05
BlackRock Global Funds - World Financials Fund D2 Sector Equity Financial Services No Yes 1.07
Fidelity Funds - Asia Pacific Opportunities Fund A-Acc-EUR Asia-Pacific ex-Japan Equity No No 1.91
Fidelity Funds - Emerging Asia Fund A-Acc-EUR Asia ex-Japan Equity No Yes 1.95
BlackRock Global Funds - World Mining Fund A2 EUR Hedged Other Equity No No 2.07
Allianz Global Investors Fund - Allianz US Equity Fund A USD US Large-Cap Blend Equity No Yes 1.84
Janus Henderson Capital Funds plc - Global Real Estate Equity Income Fund Class I2 HEUR Property - Indirect Other No Yes 1.11
Fidelity Funds - European Smaller Companies Fund Y-Acc-EUR Europe Small-Cap Equity No Yes 1.06
PIMCO GIS Global Investment Grade Credit Fund Institutional USD Accumulation Global Corporate Bond - USD Hedged No 0.50
Barings International Umbrella Fund - Barings Europa Fund Class C USD Inc Europe Large-Cap Blend Equity No No 2.70
Barings International Umbrella Fund - Barings Europa Fund Class C EUR Inc Europe Large-Cap Blend Equity No No 2.70
PIMCO GIS Global Investment Grade Credit Fund E Class USD Income Global Corporate Bond - USD Hedged No 1.40
Invesco Funds - Invesco Pan European Small Cap Equity Fund A Annual Distribution USD Europe Small-Cap Equity No Yes 2.08
Allspring (Lux) Worldwide Fund - U.S. Large Cap Growth Fund A USD Acc US Large-Cap Growth Equity No Yes 1.70
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