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 - Sustainable World Bond Fund D2 GBP Hedged Global Diversified Bond - GBP Hedged Yes 0.63
Mirae Asset Global Discovery Fund - ESG Asia Sector Leader Equity Fund I USD Cap Asia ex-Japan Equity Yes Yes 1.30
Mirae Asset Global Discovery Fund - ESG Asia Great Consumer Equity Fund A EUR Capitalization Asia ex-Japan Equity Yes Yes 1.74
Mirae Asset Global Discovery Fund - ESG Asia Sector Leader Equity Fund A USD Asia ex-Japan Equity Yes Yes 1.86
UBS (Lux) Equity Fund - European Opportunity Sustainable (EUR) (USD hedged) P-acc Other Equity Yes No 1.91
Fidelity Funds - Sustainable Japan Equity Fund A-Acc-USD (hedged) Other Equity Yes Yes 1.92
BlackRock Global Funds - Systematic Sustainable Global SmallCap Fund A2 AUD Hedged Other Equity Yes No 1.87
Stewart Investors Worldwide Leaders Fund Class III (Accumulation) USD Global Large-Cap Growth Equity Yes Yes 0.55
Invesco Funds - Invesco Sustainable Pan European Structured Equity Fund A (USD Hedged) Acc USD Other Equity Yes Yes 1.58
AXA World Funds - ACT Emerging Markets Short Duration Bonds Low Carbon A Capitalisation SGD (Hedged) Other Bond Yes No 1.32
BlackRock Global Funds - Sustainable World Bond Fund D2 CHF Hedged Global Diversified Bond - CHF Hedged Yes 0.63
AXA World Funds - ACT Emerging Markets Short Duration Bonds Low Carbon A DistributionQuarterlyflSGDH Other Bond Yes No 1.32
AXA World Funds - ACT Emerging Markets Short Duration Bonds Low Carbon A Distribution Quarterly USD Global Emerging Markets Bond Yes No 1.29
AXA World Funds - ACT Emerging Markets Short Duration Bonds Low Carbon A Distribution Monthly stHKDH Global Emerging Markets Bond Yes No 1.32
BlackRock Global Funds - Systematic Sustainable Global SmallCap Fund A2 Global Small/Mid-Cap Equity Yes No 1.87
Stewart Investors Worldwide Leaders Fund Class I (Accumulation) USD Global Large-Cap Growth Equity Yes Yes 1.30
Invesco Funds - Invesco Sustainable Pan European Structured Equity Fund E Acc EUR Europe Large-Cap Blend Equity Yes Yes 2.51
Invesco Funds - Invesco Sustainable Pan European Structured Equity Fund C Acc EUR Europe Large-Cap Blend Equity Yes Yes 1.08
Principal Global Investors Funds - European Responsible Equity Fund A Inc USD Europe Large-Cap Blend Equity Yes No 1.83
Principal Global Investors Funds - European Responsible Equity Fund I Acc USD Europe Large-Cap Blend Equity Yes No 0.95
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