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 Global Health Care Fund A-DIST-EUR Sector Equity Healthcare Yes 1.90
BlackRock Global Funds - Sustainable Energy Fund A2 Sector Equity Alternative Energy Yes 2.00
BlackRock Global Funds - ESG Multi-Asset Fund A2 EUR EUR Moderate Allocation - Global Yes 1.50
Invesco Funds - Invesco Sustainable US Structured Equity Fund A Accumulation USD US Large-Cap Value Equity Yes 1.41
Fidelity Funds - Sustainable US Equity Fund A-USD US Large-Cap Blend Equity Yes 1.90
Jupiter Global Ecology Growth Class L EUR Acc Sector Equity Ecology Yes 1.73
Aberdeen Standard SICAV I - Europe ex UK Sustainable Equity FundA Acc GBP Europe ex-UK Equity Yes 1.69
JPMorgan Sustainable Infrastructure (mth) - HKD Sector Equity Infrastructure Yes 1.31
JPMorgan Sustainable Infrastructure (mth) - USD Sector Equity Infrastructure Yes 1.31
BNP Paribas Funds - Global Environment Classic Capitalisation NOK Sector Equity Ecology Yes 0.00
BNP Paribas Funds - Global Environment Classic Capitalisation SEK Sector Equity Ecology Yes 0.00
BNP Paribas Funds - Global Environment Classic Distribution USD Sector Equity Ecology Yes 0.00
HSBC Global Investment Funds - Global Equity Climate Change AD JPY Sector Equity Ecology Yes 1.89
HSBC Global Investment Funds - Global Equity Climate Change AD EUR Sector Equity Ecology Yes 1.89
HSBC Global Investment Funds - Global Equity Climate Change AD CHF Sector Equity Ecology Yes 1.89
HSBC Global Investment Funds - Global Equity Climate Change AD SGD Sector Equity Ecology Yes 1.89
HSBC Global Investment Funds - Global Equity Climate Change AD PLN Sector Equity Ecology Yes 1.89
HSBC Global Investment Funds - Global Equity Climate Change AD GBP Sector Equity Ecology Yes 1.89
Pictet-Security P EUR Global Flex-Cap Equity Yes 2.00
Pictet-Security P USD Global Flex-Cap Equity Yes 2.00
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