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
Ninety One Global Strategy Fund - Global Strategic Managed Fund A Inc USD USD Moderate Allocation No Yes 1.90
Barings International Umbrella Fund - Barings Hong Kong China Fund Class A USD Inc China Equity No 1.70
JPMorgan Funds - Global Growth Fund A (dist) - USD Global Large-Cap Growth Equity No 1.80
JPMorgan Funds - Euroland Equity Fund A (dist) - EUR Eurozone Large-Cap Equity No 1.73
Barings Emerging Markets Umbrella Fund - Barings Latin America Fund Class A USD Inc Latin America Equity No 1.70
BlackRock Global Funds - US Mid-Cap Value Fund A2 US Mid-Cap Equity No No 1.79
JPMorgan Funds - China Fund A (dist) - USD China Equity No 1.73
Barings International Umbrella Fund - Barings Hong Kong China Fund Class A EUR Inc China Equity No 1.70
Fidelity Funds - China Focus Fund A-DIST-USD China Equity No 1.91
Barings Emerging Markets Umbrella Fund - Barings Latin America Fund Class A EUR Inc Latin America Equity No 1.70
Barings Eastern Trust - Class A GBP Acc Asia ex-Japan Equity No 1.77
Barings Europe Select Trust - Class A GBP Inc Europe ex-UK Small/Mid-Cap Equity No 1.57
PIMCO GIS Total Return Bond Fund Institutional USD Accumulation USD Diversified Bond No Yes 0.50
JPMorgan Funds - Latin America Equity Fund A (dist) - USD Latin America Equity No 1.80
Barings Emerging Markets Umbrella Fund - Barings Global Emerging Markets Fund Class A Inc Global Emerging Markets Equity No Yes 1.95
JPMorgan Funds - Emerging Markets Equity Fund A (dist) - USD Global Emerging Markets Equity No 1.72
Franklin Technology Fund A (Acc) USD Sector Equity Technology No Yes 1.78
PIMCO GIS Total Return Bond Fund Institutional EUR (Hedged) Accumulation Other Bond No Yes 0.50
BNY Mellon Small Cap Euroland Fund USD C Acc Eurozone Mid-Cap Equity No 1.14
Fidelity Funds - China Focus Fund A-DIST-GBP China Equity No 1.91
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