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
Barings German Growth Trust - Class A EUR Acc Germany Equity No No 1.57
Fidelity Funds - Nordic Fund A-DIST-SEK Nordic Small/Mid-Cap Equity No No 1.93
Fidelity Funds - Thailand Fund A-DIST-USD Other Equity No No 1.95
Invesco Funds - Invesco Global Consumer Trends Fund A Accumulation USD Sector Equity Consumer Goods & Services No Yes 1.87
Templeton Global Smaller Companies Fund A(acc)USD Global Small/Mid-Cap Equity No Yes 1.87
JPMorgan Funds - Europe Dynamic Fund A (dist) - EUR Europe Large-Cap Blend Equity No No 1.79
Fidelity Funds - Switzerland Fund A-DIST-CHF Switzerland Equity No Yes 1.93
Morgan Stanley Investment Funds - Global Bond Fund A Global Diversified Bond No 1.05
HSBC Global Investment Funds - Europe Value PD Europe Large-Cap Value Equity No No 1.35
BlackRock Global Funds - World Energy Fund A2 Sector Equity Energy No No 2.05
Natixis International Funds (Lux) I - Harris Associates U.S. Value Equity Fund R/A (USD) US Large-Cap Value Equity No No 2.00
Fidelity Funds - US High Yield Fund A-DIST-USD USD High Yield Bond No 1.39
Templeton Global Balanced Fund A(acc)USD USD Moderate Allocation No No 1.64
Templeton Global Bond Fund A(Mdis)USD Global Flexible Bond No Yes 1.35
JPMorgan Funds - Asia Pacific Income Fund A (dist) - USD Asia Allocation No No 1.76
abrdn SICAV I – Emerging Markets Bond Fund Class A Acc USD Global Emerging Markets Bond No 1.69
FTGF Royce US Small Cap Opportunity Fund Class A US$ Distributing (A) US Small-Cap Equity No No 1.96
FTGF ClearBridge US Value Fund Class A US$ Distributing (A) US Large-Cap Value Equity No No 1.81
Templeton Global Bond Fund A(acc)EUR Global Flexible Bond No Yes 1.35
Ninety One Global Strategy Fund - Asian Equity Fund A Inc USD Asia ex-Japan Equity No Yes 2.00
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