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
BlackRock Global Funds - World Real Estate Securities Fund D2 USD Property - Indirect Global No Yes 1.10
Capital Group Japan Equity Fund (LUX) Ch-GBP Other Equity No Yes 0.21
PIMCO GIS Global Investment Grade Credit Fund Institutional CZK (Hedged) Income Other Bond No 0.50
JPMorgan Global Bond Fund (mth) - CAD (Hedged) Class Other Bond No No 0.89
Allianz Global Investors Fund - Allianz Best Styles Global Equity I EUR Global Large-Cap Blend Equity No No 0.71
AXA World Funds - Asian Short Duration Bonds A Capitalisation USD Asia Bond No No 1.25
JPMorgan Global Bond Fund (acc) - RMB (Hedged) Class Other Bond No No 0.89
Manulife Global Fund - Global Resources Fund I3 Sector Equity Natural Resources No No 0.27
Invesco Funds - Invesco Global Investment Grade Corporate Bond Fund A (USD)-Accumulation Global Corporate Bond - USD Hedged No No 1.03
JPMorgan Global Bond Fund (mth) - HKD Class Global Diversified Bond - USD Hedged No No 0.89
JPMorgan Global Bond Fund (mth) - RMB (Hedged) Class Other Bond No No 0.89
Manulife Global Fund-USD Income Fund I3 USD Diversified Bond No 0.20
Manulife Global Fund - Global Semiconductor Opportunities Fund I3 US Small-Cap Equity No No 0.22
JPMorgan Global Bond Fund (mth) - NZD (Hedged) Class Other Bond No No 0.89
JPMorgan Global Bond Fund (mth) - AUD (Hedged) Class Other Bond No No 0.89
Invesco Funds - Invesco Global Founders & Owners Fund A Accumulation USD Global Large-Cap Growth Equity No No 1.77
BNP Paribas Funds Brazil Equity Classic EUR Capitalisation Brazil Equity No No 2.23
JPMorgan Global Bond Fund (mth) - USD Class Global Diversified Bond - USD Hedged No No 0.89
Manulife Global Fund - Global REIT Fund AA HKD Property - Indirect Global No Yes 1.89
Barings Korea Trust - Class I USD Acc Korea Equity No No 0.98
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