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
St James's Place Asia Pacific Unit Trust Acc Asia-Pacific ex-Japan Equity No 1.83
Ninety One Global Strategy Fund - Sterling Money Fund A Acc GBP GBP Money Market - Short Term No 0.60
St James's Place North American Inc US Large-Cap Blend Equity No 1.54
St James's Place Corporate Bond L Inc Global Flexible Bond - GBP Hedged No 1.38
St James's Place Corporate Bond Acc Global Flexible Bond - GBP Hedged No 1.38
Franklin High Yield Fund A(Mdis)USD USD High Yield Bond No 1.40
St James's Place Intl Equity Acc Global Large-Cap Growth Equity No 1.39
St James's Place Asia Pacific Unit Trust Inc Asia-Pacific ex-Japan Equity No 1.83
Franklin Euro High Yield Fund A(Ydis)EUR EUR High Yield Bond No 1.34
Schroder International Selection Fund EURO Liquidity A Accumulation EUR Money Market - Other No 0.29
Invesco Funds - Invesco Euro Ultra-Short Term Debt Fund A Accumulation EUR EUR Ultra Short-Term Bond No 0.39
Ninety One Global Strategy Fund - US Dollar Money Fund A Inc USD USD Money Market - Short Term No 0.60
abrdn SICAV I – Euro High Yield Bond Fund Class A MInc EUR EUR High Yield Bond No 1.45
Ninety One Global Strategy Fund - Sterling Money Fund A Inc GBP GBP Money Market - Short Term No 0.60
PIMCO GIS US High Yield Bond Fund Institutional USD Accumulation USD High Yield Bond No 0.55
Barings Umbrella Fund plc - Barings Developed and Emerging Markets High Yield Bd Fd Trnh G USD IncQt Global High Yield Bond No 1.36
Barings Umbrella Fund plc - Barings Developed and Emerging Markets High Yield Bd Fd Trnh G EUR IncQt Global High Yield Bond No 1.36
Schroder International Selection Fund Strategic Bond A Accumulation EUR Hedged Global Flexible Bond - EUR Hedged No 1.33
Fidelity Funds - Fidelity Target™ 2025 Fund A-Dist-EUR Target Date 2021 - 2025 No 1.27
JPMorgan Funds - Russia Fund A (acc) - USD Other Equity No 0.00
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