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
JPMorgan Funds - Global Growth Fund A (dist) - USD Global Large-Cap Growth Equity No Yes 1.80
JPMorgan Funds - Euroland Equity Fund A (dist) - EUR Eurozone Large-Cap Equity No No 1.73
Barings Emerging Markets Umbrella Fund - Barings Latin America Fund Class A USD Inc Latin America Equity No No 1.70
BlackRock Global Funds - US Mid-Cap Value Fund A2 US Mid-Cap Equity No No 1.83
JPMorgan Funds - China Fund A (dist) - USD China Equity No Yes 1.73
Barings International Umbrella Fund - Barings Hong Kong China Fund Class A EUR Inc China Equity No Yes 1.70
Fidelity Funds - China Focus Fund A-DIST-USD China Equity No No 1.91
Barings Emerging Markets Umbrella Fund - Barings Latin America Fund Class A EUR Inc Latin America Equity No No 1.70
Barings Eastern Trust - Class A GBP Acc Asia ex-Japan Equity No Yes 1.77
Barings Europe Select Trust - Class A GBP Inc Europe ex-UK Small/Mid-Cap Equity No Yes 1.57
PIMCO GIS Total Return Bond Fund Institutional USD Accumulation USD Diversified Bond No Yes 0.50
JPMorgan Funds - Latin America Equity Fund A (dist) - USD Latin America Equity No No 1.80
Barings Emerging Markets Umbrella Fund - Barings Global Emerging Markets Fund Class A Inc Global Emerging Markets Equity No Yes 1.95
JPMorgan Funds - Emerging Markets Equity Fund A (dist) - USD Global Emerging Markets Equity No Yes 1.72
Franklin Technology Fund A (Acc) USD Sector Equity Technology No Yes 1.78
PIMCO GIS Total Return Bond Fund Institutional EUR (Hedged) Accumulation Other Bond No Yes 0.50
BNY Mellon Small Cap Euroland Fund USD C Acc Eurozone Mid-Cap Equity No Yes 1.14
Fidelity Funds - China Focus Fund A-DIST-GBP China Equity No No 1.91
PIMCO GIS Global Real Return Fund Institutional GBP (Hedged) Accumulation Global Inflation-Linked Bond - GBP Hedged No Yes 0.50
Barings Emerging Markets Umbrella Fund - Barings Global Emerging Markets Fund Class A GBP Inc Global Emerging Markets Equity No Yes 1.95
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