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 Global Investment Funds - Global Sustainable Long Term Dividend AM2 HKD Global Equity Income Yes Yes 1.85
FTGF ClearBridge US Equity Sustainability Leaders Fund Class A US$ Distributing (A) US Large-Cap Blend Equity Yes Yes 1.65
FTGF ClearBridge US Equity Sustainability Leaders Fund Class A Euro Accumulating (Hedged) Other Equity Yes Yes 1.65
Invesco Funds - Invesco Responsible Japanese Equity Value Discovery Fund A USD Hedged Acc USD Other Equity Yes Yes 1.75
UBS (Lux) Strategy Fund - Yield Sustainable (USD) P-4%-mdist USD Cautious Allocation Yes Yes 1.54
UBS (Lux) Strategy Fund - Fixed Income Sustainable (USD) P-mdist Global Bond - USD Hedged Yes Yes 1.22
Allianz Global Investors Fund - Allianz Global Sustainability P EUR Global Large-Cap Blend Equity Yes No 1.00
abrdn SICAV I - European Sustainable Equity Fund A Acc EUR Europe Large-Cap Growth Equity Yes Yes 1.67
Fidelity Funds - Sustainable Global Dividend Plus Fund A-EUR Global Equity Income Yes No 1.95
Fidelity Funds - Sustainable Asia Equity Fund A-DIST-USD Asia ex-Japan Equity Yes Yes 1.92
Fidelity Funds - Sustainable Health Care Fund A-DIST-EUR Sector Equity Healthcare Yes Yes 1.89
Allianz Global Investors Fund - Allianz Global Sustainability A USD Global Large-Cap Blend Equity Yes No 1.85
BlackRock Global Funds - Sustainable Energy Fund A2 Sector Equity Alternative Energy Yes No 1.98
BNY Mellon Sustainable Global Equity Fund USD A Acc Global Large-Cap Blend Equity Yes Yes 2.14
Fidelity Funds - Sustainable Asia Equity Fund A-DIST-EUR Asia ex-Japan Equity Yes Yes 1.92
Allianz Global Investors Fund - Allianz Global Sustainability A EUR Global Large-Cap Blend Equity Yes No 1.85
BlackRock Global Funds - ESG Multi-Asset Fund A2 EUR EUR Moderate Allocation - Global Yes Yes 1.53
Invesco Funds - Invesco Sustainable US Structured Equity Fund A Accumulation USD US Large-Cap Value Equity Yes Yes 1.41
Fidelity Funds - Sustainable US Equity Fund A-USD US Large-Cap Blend Equity Yes Yes 1.93
Jupiter Global Ecology Growth Class L EUR Acc Sector Equity Ecology Yes Yes 1.73
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