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
HSBC Global Investment Funds - Global Equity Climate Change AD PLN Sector Equity Ecology Yes Yes 1.84
Alquity SICAV - Alquity Indian Subcontinent Fund USD B Class GBP India Equity Yes 3.47
HSBC Global Investment Funds - Global Equity Climate Change AD GBP Sector Equity Ecology Yes Yes 1.84
BNP Paribas Funds Climate Change Classic Capitalisation Sector Equity Ecology Yes Yes 2.66
Pictet-Clean Energy Transition P USD Sector Equity Alternative Energy Yes No 1.99
Pictet-Clean Energy Transition R USD Sector Equity Alternative Energy Yes No 2.70
BlackRock Global Funds - Sustainable Energy Fund D2 Sector Equity Alternative Energy Yes No 1.22
FF - Global Healthcare Fund Y-Acc-EUR Sector Equity Healthcare Yes Yes 1.04
BNP Paribas Funds - Global Environment Classic Capitalisation Sector Equity Ecology Yes Yes 2.21
BNP Paribas Funds - Global Environment Classic Distribution Sector Equity Ecology Yes Yes 2.21
Invesco Funds - Invesco Energy Transition Enablement Fund Class C (EUR hedged) accumulation - EUR Other Equity Yes Yes 0.90
Invesco Funds - Invesco Energy Transition Enablement Fund Class A (EUR hedged) accumulation - EUR Other Equity Yes Yes 1.35
Pictet-Timber HP EUR Other Equity Yes No 2.05
Pictet-Timber P USD Sector Equity Natural Resources Yes No 2.01
Pictet-Timber P EUR Sector Equity Natural Resources Yes No 2.01
Invesco Funds - Invesco Energy Transition Enablement Fund Class A annual distribution - USD Sector Equity Alternative Energy Yes Yes 1.35
BlackRock Global Funds - ESG Multi-Asset Fund A2 USD Hedged USD Moderate Allocation Yes Yes 1.51
BlackRock Global Funds - ESG Multi-Asset Fund C2 USD Hedged USD Moderate Allocation Yes Yes 2.76
Pictet - SmartCity P USD Global Large-Cap Blend Equity Yes Yes 1.97
Pictet - SmartCity P dy EUR Global Large-Cap Blend Equity Yes Yes 1.97
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