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
Pictet - SmartCity R dy USD Global Large-Cap Blend Equity Yes Yes 2.68
Goldman Sachs Global Equity Impact Opportunities - X Cap USD Global Large-Cap Growth Equity Yes Yes 2.30
Pictet - Global Environmental Opportunities R EUR Sector Equity Ecology Yes Yes 2.71
BlackRock Global Funds - Sustainable Energy Fund I2 Sector Equity Alternative Energy Yes No 0.96
Pictet - Global Environmental Opportunities R USD Sector Equity Ecology Yes Yes 2.71
Pictet - Global Environmental Opportunities P USD Sector Equity Ecology Yes Yes 2.00
Pictet - Global Environmental Opportunities I USD Sector Equity Ecology Yes Yes 1.11
KBI Funds ICAV - KBI Global Energy Transition Fund Class F EUR Sector Equity Alternative Energy Yes No 1.94
AB SICAV I-Sustainable Global Thematic Portfolio A AUD Hedged Other Equity Yes Yes 1.90
Goldman Sachs Global Equity Impact Opportunities - I Cap USD Global Large-Cap Growth Equity Yes Yes 0.81
Schroder International Selection Fund Global Sustainable Growth C Accumulation USD Global Large-Cap Growth Equity Yes Yes 0.82
AB SICAV I-Sustainable Global Thematic Portfolio S1 USD Global Large-Cap Growth Equity Yes Yes 0.76
AB SICAV I-Sustainable Global Thematic Portfolio S USD Global Large-Cap Growth Equity Yes Yes 0.06
Vontobel Fund - Green Bond AM USD Global Bond - EUR Hedged Yes No 1.15
AB SICAV I –Sustainable US Thematic Portfolio Class S US Large-Cap Growth Equity Yes Yes 0.11
Invesco Funds - Invesco Responsible Japanese Equity Value Discovery Fund A JPY Japan Large-Cap Equity Yes Yes 1.74
Invesco Funds - Invesco Responsible Japanese Equity Value Discovery Fund A Annual Distribution USD Japan Large-Cap Equity Yes Yes 1.74
Invesco Funds - Invesco Responsible Japanese Equity Value Discovery Fund A EUR Hedged Acc EUR Other Equity Yes Yes 1.74
Invesco Funds - Invesco Responsible Japanese Equity Value Discovery Fund C JPY Japan Large-Cap Equity Yes Yes 0.98
Invesco Funds - Invesco Responsible Japanese Equity Value Discovery Fund C Annual Distribution USD Japan Large-Cap Equity Yes Yes 0.98
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