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 GIF Global Sust Long Term Dividend Global Equity Income Yes Yes 1.85
UBS (Lux) SF Yield Sust(USD) USD Cautious Allocation Yes No 1.55
Allianz Global Sustainability Global Large-Cap Blend Equity Yes Yes 1.00
Aberdeen European Sustainable Eq Fd Europe Large-Cap Growth Equity Yes Yes 1.69
Fidelity Sustainable Europe Equity Fund Europe Large-Cap Blend Equity Yes No 1.93
Allianz Global Sustainability Global Large-Cap Blend Equity Yes Yes 1.85
BGF Sustainable Energy Fund Sector Equity Alternative Energy Yes No 1.96
Invesco Energy Transition Fund Sector Equity Alternative Energy Yes No 1.35
Allianz Global Sustainability Global Large-Cap Blend Equity Yes Yes 1.85
Jupiter Global Ecology Growth Sector Equity Ecology Yes Yes 1.73
Allianz Global Sustainability Global Large-Cap Blend Equity Yes Yes 0.66
BNP Paribas Sustainable Glbl Low Vol Eq Global Large-Cap Blend Equity Yes Yes 1.98
BNP Paribas Global Environment Sector Equity Ecology Yes Yes 2.23
BNP Paribas Global Environment Sector Equity Ecology Yes Yes 2.23
BNP Paribas Sustainable Glbl Low Vol Eq Global Large-Cap Blend Equity Yes Yes 1.08
BNP Paribas Global Environment Sector Equity Ecology Yes Yes 2.23
HSBC GIF Global Equity Climate Change Global Large-Cap Blend Equity Yes Yes 1.85
HSBC GIF Global Equity Climate Change Global Large-Cap Blend Equity Yes Yes 1.85
HSBC GIF Global Equity Climate Change Global Large-Cap Blend Equity Yes Yes 1.85
HSBC GIF Global Equity Climate Change Global Large-Cap Blend Equity Yes Yes 1.85
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