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
Eastspring Investments - US Investment Grade Bond Fund - A USD Corporate Bond No 1.00
Goldman Sachs US Small Cap CORE Equity Portfolio Base Acc USD Close US Small-Cap Equity No No 1.50
Goldman Sachs Emerging Markets Debt Portfolio Base Acc USD Global Emerging Markets Bond No No 1.41
Capital Group Euro Bond Fund (LUX) C EUR Diversified Bond No 0.10
PineBridge Global Funds - India Equity Fund A India Equity No No 1.98
Invesco Funds - Invesco Nippon Small/Mid Cap Equity Fund B Accumulation JPY Japan Small/Mid-Cap Equity No 3.01
Schroder International Selection Fund Global Corporate Bond A1 Accumulation EUR Hedged Global Corporate Bond - EUR Hedged No 1.51
Schroder International Selection Fund QEP Global Active Value A Accumulation EUR Global Large-Cap Value Equity No 1.59
Schroder International Selection Fund QEP Global Active Value A1 Accumulation EUR Global Large-Cap Value Equity No 2.34
Schroder International Selection Fund BIC (Brazil India China) A1 Accumulation EUR Other Equity No 2.37
HSBC Global Investment Funds - BRIC Markets Equity ZC Other Equity No 0.25
PIMCO GIS Diversified Income Fund Institutional SEK (Hedged) Accumulation Other Bond No 0.69
abrdn SICAV I - Asian Smaller Companies Fund A Acc USD Asia ex-Japan Small/Mid-Cap Equity No 1.94
Invesco Funds - Invesco Asia Asset Allocation Fund C Accumulation USD Asia Allocation No No 1.14
PIMCO GIS Diversified Income Fund Institutional USD Accumulation Global Flexible Bond - USD Hedged No 0.69
Invesco Funds - Invesco Asia Asset Allocation Fund A Accumulation USD Asia Allocation No No 1.69
Invesco Funds - Invesco Euro Corporate Bond Fund C Accumulation EUR EUR Corporate Bond No 0.91
Schroder Balanced Investment Fund C Accumulation USD USD Moderate Allocation No Yes 0.81
BOCHK Balanced Growth USD Moderate Allocation No 1.25
Schroder Balanced Investment Fund C Accumulation HKD USD Moderate Allocation No Yes 0.81
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