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
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) P-acc USD Moderate Allocation Yes No 1.80
abrdn SICAV I - Europe ex UK Sustainable Equity Fund A Acc EUR Europe ex-UK Equity Yes Yes 1.67
AB SICAV I –Sustainable US Thematic Portfolio Class C Acc US Large-Cap Growth Equity Yes Yes 2.15
AB SICAV I – Sustainable US Thematic Portfolio Class B Acc US Large-Cap Growth Equity Yes Yes 2.70
AB SICAV I - Sustainable US Thematic Portfolio Class A USD US Large-Cap Growth Equity Yes Yes 1.70
AB SICAV I –Sustainable US Thematic Portfolio Class I US Large-Cap Growth Equity Yes Yes 0.90
BlackRock Global Funds - ESG Multi-Asset Fund C2 EUR EUR Moderate Allocation - Global Yes Yes 2.77
BlackRock Global Funds - Sustainable Energy Fund C2 Sector Equity Alternative Energy Yes No 3.22
Schroder International Selection Fund US Smaller Companies Impact A1 Accumulation USD US Small-Cap Equity Yes Yes 2.33
Invesco Funds - Invesco Energy Transition Enablement Fund Class B accumulation - USD Sector Equity Alternative Energy Yes Yes 1.87
JPMorgan Sustainable Infrastructure (div) - USD Sector Equity Infrastructure Yes No 1.56
FF - Europe Equity ESG Fund A-Acc-EUR Europe Large-Cap Blend Equity Yes No 1.94
Fidelity Funds - Sustainable Eurozone Equity Fund A-Acc-EUR Eurozone Large-Cap Equity Yes Yes 1.92
FF - Global Healthcare Fund A-Acc-EUR Sector Equity Healthcare Yes Yes 1.90
FF - Global Dividend Plus Fund A-Acc-EUR Global Equity Income Yes Yes 1.95
Pictet - Global Environmental Opportunities HP USD Other Equity Yes Yes 2.05
BNP Paribas Funds Climate Change Classic USD Capitalisation Sector Equity Ecology Yes Yes 2.66
BNP Paribas Funds - Global Environment Classic RH USD MD Distribution Other Equity Yes Yes 2.21
Templeton Global Climate Change Fund A(acc)USD-H1 Other Equity Yes No 1.80
BlackRock Global Funds - Sustainable Energy Fund A2 EUR Hedged Other Equity Yes No 1.95
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