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
HSBC Global Investment Funds - Global Emerging Markets Bond PD Global Emerging Markets Bond No 1.34
Fidelity Funds - Global Focus Fund A-DIST-EUR Global Large-Cap Blend Equity No No 1.91
Schroder International Selection Fund Latin American A1 Accumulation USD Latin America Equity No No 2.38
MFS Meridian Funds - European Research Fund A1 EUR Europe Large-Cap Blend Equity No No 1.97
FTGF Brandywine Global Fixed Income Fund Class A US$ Distributing (S) Global Government Bond - USD Hedged No 1.51
BNY Mellon Global Bond Fund USD A Acc Global Government Bond No Yes 1.14
Natixis International Funds (Lux) I - Harris Associates Global Equity Fund R/A (USD) Global Large-Cap Value Equity No Yes 2.20
Templeton Global Fund A(Ydis)USD Global Large-Cap Blend Equity No No 1.81
JPMorgan Funds - Europe Equity Fund A (acc) - USD Europe Large-Cap Blend Equity No No 1.26
Ninety One Global Strategy Fund - European Equity Fund A Inc USD Europe Large-Cap Blend Equity No No 1.90
Barings Global Umbrella Fund - Barings Global Resources Fund Class A EUR Inc Sector Equity Natural Resources No No 1.95
PineBridge Global Funds - Europe Small Cap Equity Fund Y Europe Small-Cap Equity No Yes 1.68
Schroder International Selection Fund European Smaller Companies A Accumulation EUR Europe Small-Cap Equity No Yes 1.85
Barings Global Bond Fund-Class A USD Inc Global Diversified Bond No 1.20
Ninety One Global Strategy Fund - Global Gold Fund A Inc USD Sector Equity Precious Metals No No 1.90
abrdn SICAV I - Emerging Markets Equity Fund A Acc GBP Global Emerging Markets Equity No Yes 1.94
Barings International Umbrella Fund - Barings Australia Fund Class A EUR Inc Australia & New Zealand Equity No No 1.70
Barings Global Umbrella Fund - Barings Global Resources Fund Class A USD Inc Sector Equity Natural Resources No No 1.95
Schroder International Selection Fund Global Inflation Linked Bond A Accumulation EUR Global Inflation-Linked Bond - EUR Hedged No No 0.93
abrdn SICAV I - Global Innovation Equity Fund A Acc GBP Global Large-Cap Growth Equity No Yes 1.92
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