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
Fidelity Funds - World Fund A-DIST-EUR Global Large-Cap Blend Equity No No 1.89
Schroder International Selection Fund Global Bond A Distribution USD AV Global Diversified Bond No 1.00
BlackRock Global Funds - World Gold Fund A2 Sector Equity Precious Metals No No 2.09
HSBC Japan Index Fund Retail Income Japan Large-Cap Equity No No 0.29
Schroder International Selection Fund EURO Bond A Distribution EUR QV EUR Diversified Bond No 0.96
BlackRock Global Funds - World Financials Fund A2 Sector Equity Financial Services No Yes 1.81
HSBC European Index Fund Retail Income Europe ex-UK Equity No No 0.16
Schroder International Selection Fund EURO Corporate Bond A Accumulation EUR EUR Corporate Bond No No 1.07
HSBC Japan Index Fund Retail Accumulation Japan Large-Cap Equity No No 0.29
Fidelity Funds - Italy Fund A-DIST-EUR Italy Equity No No 1.93
Fidelity Funds - Latin America Fund A-DIST-USD Latin America Equity No No 1.95
Fidelity Funds - Global Bond Fund A-DIST-USD Global Diversified Bond No 1.05
Fidelity Funds - Global Thematic Opportunities Fund A-EUR Global Large-Cap Growth Equity No No 1.91
Fidelity Funds - Global Industrials Fund A-DIST-EUR Sector Equity Industrial Materials No No 1.93
BlackRock Global Funds - US Flexible Equity Fund A2 US Large-Cap Blend Equity No Yes 1.81
Fidelity Funds - US Dollar Bond Fund A-DIST-USD USD Diversified Bond No No 1.04
HSBC Global Investment Funds - Indian Equity AD India Equity No No 1.89
Fidelity Funds - Global Focus Fund A-DIST-USD Global Large-Cap Blend Equity No No 1.91
Janus Henderson Horizon Global Technology Leaders Fund A2 USD Sector Equity Technology No Yes 1.89
Morgan Stanley Investment Funds - Global Bond Fund A Global Diversified Bond No 1.05
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