We are currently investigating intermittent issues affecting access to some articles and pages on our site. We apologize for any inconvenience and are working to resolve this as quickly as possible.

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
Ongoing Charges (%)
Morningstar Rating for Funds
Goldman Sachs Global Equity Partners ESG Portfolio Base Acc USD Global Large-Cap Growth Equity Yes Yes 1.65
Goldman Sachs Global Equity Partners ESG Portfolio Other Currency Acc EUR Global Large-Cap Growth Equity Yes Yes 1.65
Amundi Index Solutions - Amundi MSCI Europe PAB Net Zero Ambition IE-C Europe Large-Cap Blend Equity Yes Yes 0.18
BlackRock Strategic Funds - Sustainable Euro Bond Fund E2 EUR EUR Diversified Bond Yes 1.48
IQ EQ ESG Equity Fund Class O GBP Acc Global Large-Cap Blend Equity Yes Yes 0.81
JPMorgan Funds - Global Sustainable Equity C (acc) - USD Global Large-Cap Blend Equity Yes Yes 0.75
JSS Sustainable Bond - Total Return Global I EUR acc hedged Global Diversified Bond - EUR Hedged Yes No 0.76
JSS Sustainable Bond - Total Return Global C USD dist Global Diversified Bond - USD Hedged Yes No 0.94
JSS Sustainable Bond - Total Return Global P EUR dist hedged Global Diversified Bond - EUR Hedged Yes No 1.29
Mirova Euro Green And Sustainable Bond Fund SI/A (EUR) EUR Diversified Bond Yes No 0.41
Neuberger Berman EMD Corporate - Social and Environmental Transition Fund Class EUR I3 Accumulating Global Emerging Markets Corporate Bond - EUR Hedged Yes No 0.68
Pictet - Global Thematic Opportunities-I dy EUR Global Large-Cap Blend Equity Yes Yes 1.11
Pictet - Global Thematic Opportunities-I EUR Acc Global Large-Cap Blend Equity Yes Yes 1.11
Pictet - Global Thematic Opportunities-I GBP Acc Global Large-Cap Blend Equity Yes Yes 1.11
Pictet - Global Thematic Opportunities-I USD Acc Global Large-Cap Blend Equity Yes Yes 1.11
Principal Global Investors Funds - Global Sustainable Equity Fund F2 Acc USD Global Large-Cap Blend Equity Yes No 2.8
PIMCO GIS Global Bond ESG Fund Institutional EUR (Hedged) Income Global Diversified Bond - EUR Hedged Yes Yes 0.52
PIMCO GIS Global Bond ESG Fund Institutional USD Accumulation Global Diversified Bond - USD Hedged Yes Yes 0.52
PIMCO GIS Global Bond ESG Fund Institutional GBP (Hedged) Income Global Diversified Bond - GBP Hedged Yes Yes 0.52
PIMCO GIS Global Bond ESG Fund E Class USD Income Global Diversified Bond - USD Hedged Yes Yes 1.42
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookie Settings        Disclosures