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
Janus Henderson Capital Funds plc - Global Real Estate Equity Income Fund Class I2 HEUR Property - Indirect Other No Yes 1.11
Fidelity Funds - European Smaller Companies Fund Y-Acc-EUR Europe Small-Cap Equity No Yes 1.06
PIMCO GIS Global Investment Grade Credit Fund Institutional USD Accumulation Global Corporate Bond - USD Hedged No No 0.49
Barings International Umbrella Fund - Barings Europa Fund Class C USD Inc Europe Large-Cap Blend Equity No No 2.70
Barings International Umbrella Fund - Barings Europa Fund Class C EUR Inc Europe Large-Cap Blend Equity No No 2.70
Hang Seng Mainland China Bond A Inc RMB Bond - Onshore No No 1.42
PIMCO GIS Global Investment Grade Credit Fund E Class USD Income Global Corporate Bond - USD Hedged No No 1.39
Hang Seng Mainland China Bond A Acc RMB Bond - Onshore No No 1.42
Invesco Funds - Invesco Pan European Small Cap Equity Fund A Annual Distribution USD Europe Small-Cap Equity No Yes 2.06
Allspring (Lux) Worldwide Fund - U.S. Large Cap Growth Fund A USD Acc US Large-Cap Growth Equity No Yes 1.70
Allspring (Lux) Worldwide Fund - U.S. Large Cap Growth Fund I USD Acc US Large-Cap Growth Equity No Yes 0.90
Fidelity Funds - Global Thematic Opportunities Fund Y-Acc-USD Global Large-Cap Growth Equity No No 1.05
Allspring (Lux) Worldwide Fund - U.S. All Cap Growth Fund A USD Acc US Flex-Cap Equity No Yes 1.80
BlackRock Global Funds - European Value Fund D2 Europe Large-Cap Value Equity No Yes 1.06
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund A2 EUR Hedged Other Bond No No 1.24
BlackRock Global Funds - Global Allocation Fund A CHF Hedged CHF Moderate Allocation No No 1.77
Fidelity Funds - Global Focus Fund Y-Acc-USD Global Large-Cap Blend Equity No No 1.06
Pictet-Digital P EUR Sector Equity Technology No Yes 1.99
BlackRock Global Funds - Global Allocation Fund D2 USD Moderate Allocation No No 1.02
Eastspring Investments - Global Market Navigator Fund - A USD Flexible Allocation No Yes 1.60
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