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
Amundi Sol MSCI Pac EX Jpn SRI PAB Fd Pacific ex-Japan Equity Yes Yes 0.3
Amundi Sol MSCI Pac EX Jpn SRI PAB Fd Pacific ex-Japan Equity Yes Yes 0.2
MS INVF Sustainable Emerging Markets Eq Global Emerging Markets Equity Yes Yes 0.16
MS INVF Sustainable Emerging Markets Eq Global Emerging Markets Equity Yes Yes 0.91
Amundi Sol MSCI Pac EX Jpn SRI PAB Fd Pacific ex-Japan Equity Yes Yes 0.3
Amundi Sol MSCI Pac EX Jpn SRI PAB Fd Pacific ex-Japan Equity Yes Yes 0.25
Invesco Energy Transition Fund Sector Equity Alternative Energy Yes No 1.35
Invesco Energy Transition Fund Sector Equity Alternative Energy Yes No 1.92
Nuveen Winslow U.S. Large-Cap Gr ESG Fd US Large-Cap Growth Equity Yes Yes 1.95
Nuveen Winslow U.S. Large-Cap Gr ESG Fd US Large-Cap Growth Equity Yes Yes 1.45
Nuveen Winslow U.S. Large-Cap Gr ESG Fd US Large-Cap Growth Equity Yes Yes 0.95
Invesco Energy Transition Fund Sector Equity Alternative Energy Yes No 1.35
DWS Invest II ESG US Top Dividend US Equity Income Yes Yes 0.84
DWS Invest II ESG US Top Dividend US Equity Income Yes Yes 1.59
DWS Invest II ESG US Top Dividend US Equity Income Yes Yes 2.29
BNP Paribas Global Environment Sector Equity Ecology Yes Yes 2.23
db AM db AMUNDI ESG Sustainable Balanced EUR Flexible Allocation - Global Yes No 2.18
Carmignac Long-Short European Equities Long/Short Equity - Europe Yes Yes 2.57
Invesco Energy Transition Fund Sector Equity Alternative Energy Yes No 0.9
DWS Invest ESG Top Euroland Eurozone Large-Cap Equity Yes Yes 1.59