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
BlackRock Global Funds - ESG Multi-Asset Fund D2 USD Hedged USD Moderate Allocation Yes 1.00
BlackRock Global Funds - Sustainable Energy Fund D4 EUR Sector Equity Alternative Energy Yes 1.20
BNP Paribas Funds - Global Environment Classic USD Capitalisation Sector Equity Ecology Yes 0.00
Fidelity Funds - Sustainable Global Health Care Fund A-Acc-USD Sector Equity Healthcare Yes 1.90
BlackRock Global Funds - Sustainable Energy Fund A4 Sector Equity Alternative Energy Yes 2.00
Aberdeen Standard SICAV I - European Sustainable Equity Fund A Acc USD Europe Large-Cap Growth Equity Yes 1.69
Pictet - SmartCity HP dy HKD Other Equity Yes 2.03
Pictet - SmartCity HP dy AUD Other Equity Yes 2.03
AB SICAV I –Sustainable US Thematic Portfolio Class A Acc US Large-Cap Growth Equity Yes 1.72
UBS (Lux) Strategy SICAV - Income Sustainable (USD) P-acc USD Cautious Allocation Yes 1.40
Fidelity Funds - Sustainable Emerging Markets Equity Fund A-Inc-EUR Global Emerging Markets Equity Yes 1.90
Jupiter Global Ecology Growth Class D EUR A Inc Dist Sector Equity Ecology Yes 0.71
Fidelity Funds - Sustainable Emerging Markets Equity Fund A-Inc-USD Global Emerging Markets Equity Yes 1.90
Fidelity Funds - Sustainable Emerging Markets Equity Fund I-Acc-USD Global Emerging Markets Equity Yes 0.90
Jupiter Global Ecology Growth Class L EUR A Inc Dist Sector Equity Ecology Yes 1.73
Fidelity Funds - Sustainable Emerging Markets Equity Fund A-Acc-USD Global Emerging Markets Equity Yes 1.90
Pictet - SmartCity HP dy USD Other Equity Yes 2.03
Pictet - SmartCity HP USD Other Equity Yes 2.03
UBS (Lux) Strategy Fund - Yield Sustainable (USD) P-acc USD Cautious Allocation Yes 1.50
UBS (Lux) Equity Fund - Emerging Markets Sustainable Leaders (USD) P-acc Global Emerging Markets Equity Yes 2.00
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