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
Natixis International Funds (Lux) I - Harris Associates Global Equity Fund RE/A (EUR) Global Large-Cap Value Equity No Yes 2.75
Barings International Umbrella Fund - Barings Eastern Europe Fund Class I USD Acc Other Equity No No 1.00
Barings Global Umbrella Fund - Barings Global Leaders Fund Class I USD Acc Global Large-Cap Blend Equity No Yes 1.00
Barings International Umbrella Fund - Barings Asia Growth Fund ClassI GBP Acc Asia ex-Japan Equity No Yes 1.00
New Capital Wealthy Nations Bond Fund USD Ord Inc Global Emerging Markets Corporate Bond No 1.50
Templeton Global Fund A(acc)HKD Global Large-Cap Blend Equity No No 1.81
HSBC Global Investment Funds - Brazil Equity ADHKD Brazil Equity No No 2.14
PIMCO GIS Global Investment Grade Credit Fund Institutional NOK (Hedged) Accumulation Other Bond No No 0.49
HSBC Global Investment Funds - Indian Equity ADHKD India Equity No No 1.90
New Capital Wealthy Nations Bond Fund EUR Ord Inc Global Emerging Markets Corporate Bond - EUR Hedged No 1.50
Allianz Global Investors Fund - Allianz Europe Equity Growth P GBP Europe Large-Cap Growth Equity No Yes 1.00
BlackRock Global Funds - Global Equity Income Fund A6 USD Global Equity Income No No 1.78
Fidelity Funds - Emerging Asia Fund A-Acc-HKD Asia ex-Japan Equity No Yes 1.95
UBS (Lux) Bond SICAV - Asian High Yield (USD) P-acc Asia High Yield Bond No No 1.49
HSBC Global Investment Funds - Global Emerging Markets Bond AM2HKD Global Emerging Markets Bond No 1.60
PIMCO GIS Global Investment Grade Credit Fund E Class CHF (Hedged) Accumulation Global Corporate Bond - CHF Hedged No No 1.39
UBS (Lux) Bond SICAV - Asian High Yield (USD) P-mdist Asia High Yield Bond No No 1.49
AB - Emerging Market Local Currency Debt Portfolio A2 Acc Global Emerging Markets Bond - Local Currency No 1.75
AB - Emerging Market Local Currency Debt Portfolio A2 EUR H Acc Other Bond No 1.75
AB - Emerging Market Corporate Debt Portfolio A2 EUR H Acc Global Emerging Markets Corporate Bond - EUR Hedged No No 1.50
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