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 Multi Asset Income Fund A-MINCOME(G)-AUD (hedged) Other Allocation No No 1.75
Janus Henderson Capital Funds plc - Global Life Sciences Fund Class A2 HAUD Other Equity No Yes 2.38
Capital Group Japan Equity Fund (LUX) Zh-CHF Other Equity No Yes 0.96
BlackRock Global Funds - Fixed Income Global Opportunities Fund A4 EUR Hedged Global Flexible Bond - EUR Hedged No 1.22
Allianz Global Investors Fund - Allianz European Equity Dividend AM EUR Europe Equity Income No No 1.85
abrdn SICAV I - North American Smaller Companies Fund A Acc USD US Small-Cap Equity No No 1.67
Janus Henderson Capital Funds plc - Global Life Sciences Fund Class H2 USD Sector Equity Healthcare No Yes 0.87
Schroder International Selection Fund Global Equity Yield A Distribution HKD MF Global Equity Income No No 1.86
Fidelity Funds - Global Multi Asset Income Fund A-Acc-EUR (hedged) EUR Moderate Allocation - Global No No 1.75
PineBridge Asian Fund Provident Fund Units Asia ex-Japan Equity No Yes 1.37
Jupiter UK Alpha Fund (IRL) L GBP Acc UK Large-Cap Equity No No 1.91
Jupiter UK Alpha Fund (IRL) L USD Acc UK Large-Cap Equity No No 1.65
MFS Meridian Funds - European Research Fund AH1 USD Other Equity No No 2.00
Janus Henderson Capital Funds plc - Global Life Sciences Fund Class H2 HEUR Other Equity No Yes 0.87
MFS Meridian Funds - European Research Fund IH1 USD Other Equity No No 0.90
Jupiter UK Alpha Fund (IRL) I USD Acc UK Large-Cap Equity No No 0.98
Allianz Global Investors Fund - Allianz European Equity Dividend W EUR Europe Equity Income No No 0.67
Fidelity Funds - European Smaller Companies Fund A-Acc-USD (hedged) Other Equity No Yes 1.91
BlackRock Global Funds - Fixed Income Global Opportunities Fund A1 Global Flexible Bond - USD Hedged No 1.22
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund D3 GBP Hedged Other Bond No No 0.77
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