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
Fidelity Funds - Sustainable Eurozone Equity Fund A-Acc-EUR Eurozone Large-Cap Equity Yes Yes 1.92
Fidelity Funds - Sustainable Asia Equity Fund A-Acc-EUR Asia ex-Japan Equity Yes Yes 1.92
Fidelity Funds - Sustainable Health Care Fund A-Acc-EUR Sector Equity Healthcare Yes Yes 1.89
Fidelity Funds - Sustainable Asia Equity Fund A-Acc-USD Asia ex-Japan Equity Yes Yes 1.92
Fidelity Funds - Sustainable Global Dividend Plus Fund A-Acc-EUR Global Equity Income Yes Yes 1.95
Alquity SICAV - Alquity Future World Fund USD A Class Global Emerging Markets Equity Yes Yes 3.38
Pictet - Global Environmental Opportunities HP USD Other Equity Yes Yes 2.05
BNP Paribas Funds Climate Change Classic USD Capitalisation Sector Equity Ecology Yes Yes 2.68
BNP Paribas Funds - Global Environment Classic RH USD MD Distribution Other Equity Yes Yes 2.23
Templeton Global Climate Change Fund A(acc)USD-H1 Other Equity Yes No 1.83
BlackRock Global Funds - Sustainable Energy Fund A2 EUR Hedged Other Equity Yes No 1.95
Invesco Funds - Invesco Responsible Global Real Assets Fund A (EUR Hedged) Accumulation EUR Other Equity Yes No 1.70
Invesco Funds - Invesco Responsible Global Real Assets Fund A Annual Distribution USD Other Equity Yes No 1.70
Invesco Funds - Invesco Responsible Global Real Assets Fund C (EUR Hedged) Accumulation EUR Other Equity Yes No 1.10
Invesco Funds - Invesco Responsible Global Real Assets Fund C Accumulation USD Other Equity Yes No 1.10
Invesco Funds - Invesco Responsible Global Real Assets Fund A Annual Distribution GBP Other Equity Yes No 1.70
Fidelity Funds - Sustainable Future Connectivity Fund A-Acc-EUR Sector Equity Communications Yes Yes 1.94
Fidelity Funds - Sustainable Global Dividend Plus Fund A-MINCOME(G)-USD (hedged) Other Equity Yes Yes 1.94
Fidelity Funds - Sustainable Global Dividend Plus Fund A-MINCOME(G)-HKD (hedged) Other Equity Yes Yes 1.94
Fidelity Funds - Sustainable Global Dividend Plus Fund A-MINCOME(G)-AUD (hedged) Other Equity Yes Yes 1.94
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