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
Allspring (Lux) Worldwide Fund - U.S. Large Cap Growth Fund I USD Acc US Large-Cap Growth Equity No Yes 0.90
Fidelity Funds - Global Thematic Opportunities Fund Y-Acc-USD Global Large-Cap Growth Equity No No 1.05
Allspring (Lux) Worldwide Fund - U.S. All Cap Growth Fund A USD Acc US Flex-Cap Equity No Yes 1.80
BlackRock Global Funds - European Value Fund D2 Europe Large-Cap Value Equity No Yes 1.07
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund A2 EUR Hedged Other Bond No No 1.27
BlackRock Global Funds - Global Allocation Fund A CHF Hedged CHF Moderate Allocation No No 1.77
Fidelity Funds - Global Focus Fund Y-Acc-USD Global Large-Cap Blend Equity No No 1.06
Pictet-Digital P EUR Sector Equity Technology No Yes 1.99
BlackRock Global Funds - Global Allocation Fund D2 USD Moderate Allocation No No 1.02
BlackRock Global Funds - US Basic Value Fund D EUR Hedged Other Equity No No 1.07
Eastspring Investments - Global Market Navigator Fund - A USD Flexible Allocation No Yes 1.60
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund A2 SGD Hedged Other Bond No No 1.27
BlackRock Global Funds - Global Allocation Fund D2 EUR Hedged EUR Moderate Allocation - Global No No 1.02
PIMCO GIS Global Investment Grade Credit Fund H Institutional USD Accumulation Global Corporate Bond - USD Hedged No 0.70
Fidelity Funds - Global Short Duration Income Fund A-Acc-USD Global Flexible Bond No 1.07
Templeton Asian Smaller Companies Fund A(acc)USD Asia ex-Japan Small/Mid-Cap Equity No Yes 2.16
Templeton Asian Smaller Companies Fund I(acc)USD Asia ex-Japan Small/Mid-Cap Equity No Yes 1.15
Templeton Asian Smaller Companies Fund A(acc)EUR Asia ex-Japan Small/Mid-Cap Equity No Yes 2.16
UBS (Lux) Equity SICAV - Global Emerging Markets Opportunity (USD) P-acc Global Emerging Markets Equity No No 1.99
Fidelity Funds - Global Short Duration Income Fund A-MDIST-USD Global Flexible Bond No 1.07
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