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
Fidelity Funds - Sustainable Eurozone Equity Fund A-Inc-EUR Eurozone Large-Cap Equity Yes Yes 1.92
Fidelity Funds - Sustainable Future Connectivity Fund A-EUR Sector Equity Communications Yes Yes 1.94
JSS Sustainable Equity - Global Climate 2035 C USD acc Global Large-Cap Blend Equity Yes Yes 1.29
Mercer Sustainable Global Equity Fund A8 0.1500 JPY Global Large-Cap Blend Equity Yes Yes 0.5
Heptagon Fund ICAV - Driehaus Emerging Markets Sustainable Equity Fund AE EUR Inc Global Emerging Markets Equity Yes Yes 1.76
PIMCO GIS Climate Bond Fund Institutional SGD (Hedged) Accumulation Other Bond Yes Yes 0.52
BlackRock Global Funds - Sustainable Energy Fund X2 JPY Sector Equity Alternative Energy Yes No 0.07
Schroder International Selection Fund Global Sustainable Growth I Accumulation USD Global Large-Cap Growth Equity Yes Yes 0.05
Schroder International Selection Fund Global Sustainable Growth I Income USD Global Large-Cap Growth Equity Yes Yes 0.06
CPR Invest - Global Silver Age Class H EUR Acc Sector Equity Healthcare Yes Yes 0.64
Templeton Global Climate Change Fund A(acc)CZK-H1 Other Equity Yes No 1.83
Templeton Global Climate Change Fund N(acc)PLN-H1 Other Equity Yes No 2.61
HSBC Global Investment Funds - Global Equity Climate Change JC JPY Sector Equity Ecology Yes Yes 0.64
HSBC Global Investment Funds - Global Equity Climate Change JC PLN Sector Equity Ecology Yes Yes 0.64
HSBC Global Investment Funds - Global Equity Climate Change JC SGD Sector Equity Ecology Yes Yes 0.64
HSBC Global Investment Funds - Global Equity Climate Change JC CHF Sector Equity Ecology Yes Yes 0.64
HSBC Global Investment Funds - Global Equity Climate Change JC EUR Sector Equity Ecology Yes Yes 0.64
HSBC Global Investment Funds - Global Equity Climate Change JC GBP Sector Equity Ecology Yes Yes 0.64
BlackRock Global Funds - Sustainable Energy Fund A2 CAD Hedged Acc Other Equity Yes No 1.97
BlackRock Global Funds - Sustainable Energy Fund A2 GBP Hedged Acc Other Equity Yes No 1.97
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