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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
Invesco Funds - Invesco Sustainable Pan European Systematic 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 1.29
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 1.29
AXA World Funds - ACT Emerging Markets Short Duration Bonds Low Carbon A Distribution Quarterly USD Global Emerging Markets Bond Yes No 1.26
AXA World Funds - ACT Emerging Markets Short Duration Bonds Low Carbon A Distribution Monthly stHKDH Global Emerging Markets Bond Yes No 1.29
BlackRock Global Funds - Systematic Sustainable Global SmallCap Fund A2 Global Small/Mid-Cap Equity Yes Yes 1.83
Stewart Investors Worldwide Leaders Fund Class I (Accumulation) USD Global Large-Cap Growth Equity Yes Yes 1.30
Invesco Funds - Invesco Sustainable Pan European Systematic Equity Fund E Acc EUR Europe Large-Cap Blend Equity Yes Yes 2.51
Invesco Funds - Invesco Sustainable Pan European Systematic Equity Fund C Acc EUR Europe Large-Cap Blend Equity Yes Yes 1.08
Principal Global Investors Funds - European Equity Fund A Inc USD Europe Large-Cap Blend Equity Yes Yes 1.78
Principal Global Investors Funds - European Equity Fund I Acc USD Europe Large-Cap Blend Equity Yes Yes 0.88
Principal Global Investors Funds - European Equity Fund A Acc USD Europe Large-Cap Blend Equity Yes Yes 1.78
BlackRock Global Funds - Systematic Sustainable Global SmallCap Fund C2 Global Small/Mid-Cap Equity Yes Yes 3.08
BlackRock Global Funds - Sustainable World Bond Fund A2 USD Global Diversified Bond - USD Hedged Yes 1.03
BlackRock Global Funds - Sustainable World Bond Fund A3 USD Global Diversified Bond - USD Hedged Yes 1.03
Schroder International Selection Fund Global Cities A1 Accumulation EUR Hedged Property - Indirect Other Yes Yes 2.37
BlackRock Global Funds - Sustainable World Bond Fund C1 USD Global Diversified Bond - USD Hedged Yes 2.28
Invesco Funds - Invesco Sustainable Pan European Systematic Equity Fund B Acc EUR Europe Large-Cap Blend Equity Yes Yes 2.51
Stewart Investors Worldwide Leaders Fund Class III (G) (Accumulation) USD Global Large-Cap Growth Equity Yes Yes 0.40
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