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
Schroder International Selection Fund Global Bond A Accumulation EUR Hedged Global Diversified Bond - EUR Hedged No 1.01
Schroder International Selection Fund Global Bond A Distribution EUR Hedged Q Global Diversified Bond - EUR Hedged No 1.01
Barings International Umbrella Fund - Barings Eastern Europe Fund Class I EUR Acc Other Equity No No 1.00
Invesco Funds - Invesco Asian Flexible Bond Fund A Monthly Distribution USD Asia Bond No 1.33
Franklin U.S. Opportunities Fund A(acc)HKD US Large-Cap Growth Equity No Yes 1.79
Invesco Funds - Invesco Asian Flexible Bond Fund A Monthly Distribution HKD Asia Bond No 1.33
Barings Global Umbrella Fund - Barings Global Resources Fund Class I GBP Acc Sector Equity Natural Resources No No 1.00
Barings International Umbrella Fund - Barings Asia Growth Fund Class I USD Acc Asia ex-Japan Equity No Yes 1.00
Invesco Funds - Invesco Asian Flexible Bond Fund C Accumulation USD Asia Bond No 1.03
BlackRock Global Funds - Global Equity Income Fund A2 SGD Hedged Other Equity No No 1.78
Barings Global Umbrella Fund - Barings Global Resources Fund Class I USD Acc Sector Equity Natural Resources No No 1.00
Barings International Umbrella Fund - Barings Asia Growth Fund Class I EUR Acc Asia ex-Japan Equity No Yes 1.00
BlackRock Global Funds - Global Allocation Fund A4 USD Moderate Allocation No No 1.77
Invesco Funds - Invesco Japanese Equity Advantage Fund A Annual Distribution EUR Japan Large-Cap Growth Equity No Yes 1.72
Invesco Funds - Invesco Asian Flexible Bond Fund A Accumulation USD Asia Bond No 1.33
Barings International Umbrella Fund - Barings Australia Fund Class I USD Acc Australia & New Zealand Equity No No 1.00
Barings International Umbrella Fund - Barings Eastern Europe Fund Class A USD Acc Other Equity No No 1.95
Barings International Umbrella Fund - Barings Global Bond Fund Class I USD Acc Global Diversified Bond No 0.75
HSBC Global Investment Funds - Indian Equity XD India Equity No No 0.90
MFS Meridian Funds - U.S. Value Fund I1 EUR US Large-Cap Value Equity No No 0.83
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