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
Templeton Latin America Fund N(acc)USD Latin America Equity No No 2.74
BlackRock Global Funds - European Fund A2 Europe Large-Cap Growth Equity No Yes 1.82
JPMorgan Funds - US Aggregate Bond Fund A (dist) - USD USD Diversified Bond No 1.10
MFS Meridian Funds - Global Equity Fund A1 EUR Global Large-Cap Blend Equity No Yes 1.92
UBS (Lux) Equity Fund - China Opportunity (USD) P-acc China Equity No Yes 2.43
HSBC Global Investment Funds - Hong Kong Equity PD Hong Kong Equity No Yes 1.35
HSBC Global Investment Funds - US Dollar Bond PD USD Diversified Bond No No 0.74
Schroder International Selection Fund Emerging Markets A1 Accumulation USD Global Emerging Markets Equity No Yes 2.36
Schroder International Selection Fund EURO Equity A1 Accumulation EUR Eurozone Large-Cap Equity No Yes 2.33
Schroder International Selection Fund Emerging Markets Debt Total Return A1 Accumulation USD Global Emerging Markets Bond - Local Currency No No 2.26
Schroder International Selection Fund UK Equity A1 Accumulation GBP UK Flex-Cap Equity No Yes 1.94
Schroder International Selection Fund Asian Bond Total Return A1 Accumulation USD Asia Bond No No 1.77
Schroder International Selection Fund US Dollar Liquidity A1 Accumulation USD Money Market - Other No 0.29
BlackRock Global Funds - Global Long-Horizon Equity Fund A2 Global Large-Cap Growth Equity No Yes 1.80
Schroder International Selection Fund US Large Cap A1 Accumulation USD US Large-Cap Blend Equity No Yes 2.33
Janus Henderson Capital Funds plc - US Venture Fund Class A2 HEUR Other Equity No Yes 2.47
Janus Henderson Capital Funds plc - Balanced Fund Class A2 HEUR EUR Moderate Allocation - Global No Yes 1.88
Janus Henderson Capital Funds plc - Global Technology and Innovation Fund A2 HEUR Other Equity No Yes 2.41
Janus Henderson Capital Funds plc - US Venture Fund Class B2 USD US Small-Cap Equity No Yes 3.49
Janus Henderson Capital Funds plc - Balanced Fund Class B2 USD USD Moderate Allocation No Yes 2.89
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