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
AB SICAV I-Sustainable Global Thematic Portfolio C Acc Global Large-Cap Growth Equity Yes Yes 2.35
Invesco Funds - Invesco Energy Transition Fund Class A annual distribution - USD Sector Equity Alternative Energy Yes Yes 1.35
BlackRock Global Funds - ESG Multi-Asset Fund A2 USD Hedged USD Moderate Allocation Yes Yes 1.51
BlackRock Global Funds - ESG Multi-Asset Fund C2 USD Hedged USD Moderate Allocation Yes Yes 2.76
Pictet - SmartCity P USD Global Large-Cap Blend Equity Yes Yes 1.97
Pictet - SmartCity P dy EUR Global Large-Cap Blend Equity Yes Yes 1.97
Pictet - SmartCity P EUR Global Large-Cap Blend Equity Yes Yes 1.97
Pictet - SmartCity P dy USD Global Large-Cap Blend Equity Yes Yes 1.97
AB SICAV I –Sustainable US Thematic Portfolio Class C EURH Acc Other Equity Yes Yes 2.16
AB SICAV I –Sustainable US Thematic Portfolio Class I EURH Acc Other Equity Yes Yes 0.91
AB SICAV I –Sustainable US Thematic Portfolio Class A EURH Acc Other Equity Yes Yes 1.70
Pictet - Global Environmental Opportunities P dy USD Sector Equity Ecology Yes Yes 2.00
Pictet - Global Environmental Opportunities P dy EUR Sector Equity Ecology Yes Yes 2.00
Pictet - Global Environmental Opportunities P EUR Sector Equity Ecology Yes Yes 2.00
Pictet - Global Environmental Opportunities P USD Sector Equity Ecology Yes Yes 2.00
AB SICAV I-Sustainable Global Thematic Portfolio A AUD Hedged Other Equity Yes Yes 1.90
Schroder International Selection Fund Global Sustainable Growth A Accumulation EUR Hedged Other Equity Yes Yes 1.65
Pictet - SmartCity P dm EUR Global Large-Cap Blend Equity Yes Yes 1.97
Pictet - SmartCity P dy SGD Global Large-Cap Blend Equity Yes Yes 1.97
AB SICAV I-Sustainable Global Thematic Portfolio A SGD Hedged Other Equity Yes Yes 1.90
© Copyright 2024 Morningstar Asia Ltd. All rights reserved.

Terms of Use        Privacy Policy       Disclosures