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
BlackRock Global Funds - European Equity Income Fund A6 GBP Hedged Other Equity No Yes 1.82
BlackRock Global Funds - Fixed Income Global Opportunities Fund A6 HKD Hedged Global Flexible Bond - USD Hedged No 1.22
Schroder China Equity Alpha Fund C Accumulation USD China Equity - A Shares No No 1.29
Schroder International Selection Fund European Smaller Companies A Accumulation USD Hedged Other Equity No Yes 1.88
Allianz Global Investors Fund - Allianz Best Styles Global Equity P EUR Global Large-Cap Blend Equity No No 0.75
AB - Global Dynamic Bond Portfolio A2 USD H Acc Global Flexible Bond - USD Hedged No No 1.20
HSBC Portfolios - World Selection 3 ACHAUD Other Allocation No No 1.56
Nomura Funds Ireland plc - Japan Strategic Value Fund Class AD GBP Japan Large-Cap Equity No Yes 1.57
Jupiter Financial Innovation Class D USD Acc Sector Equity Financial Services No Yes 0.96
BlackRock Global Funds - Global Allocation Fund A2 CNH Hedged Other Allocation No No 1.77
Schroder China Equity Alpha Fund A Accumulation USD China Equity - A Shares No No 1.91
AB - Global Dynamic Bond Portfolio I2 USD H Acc Global Flexible Bond - USD Hedged No No 0.70
Allianz Emerging Markets Short Duration Bond P2 (H2-EUR) Global Emerging Markets Bond - EUR Hedged No No 0.50
Allianz Emerging Markets Short Duration Bond AM (H2 EUR) Global Emerging Markets Bond - EUR Hedged No No 1.04
Neuberger Berman Short Duration Emerging Market Debt Fund Class EUR A Distributing Global Emerging Markets Bond - EUR Hedged No 1.08
DWS Invest Asian Bonds USD FC Asia Bond No 0.68
Schroder Capital Stable Fund A Accumulation USD USD Cautious Allocation No No 1.16
HSBC Portfolios - World Selection 3 AM USD Moderate Allocation No No 1.44
Neuberger Berman Short Duration Emerging Market Debt Fund Class EUR A Accumulating Global Emerging Markets Bond - EUR Hedged No 1.08
HSBC Portfolios - World Selection 3 ACHSGD Other Allocation No No 1.56
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