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
PIMCO GIS Global Investment Grade Credit Fund Institutional USD Income Global Corporate Bond - USD Hedged No 0.50
Franklin Mutual European Fund A(acc)USD Europe Large-Cap Value Equity No No 1.82
Barings International Umbrella Fund - Barings Australia Fund Class A USD Inc Australia & New Zealand Equity No No 1.70
Barings Global Umbrella Fund - Barings Global Leaders Fund Class A GBP Inc Global Large-Cap Blend Equity No Yes 1.95
Schroder International Selection Fund Emerging Asia A Accumulation USD Asia ex-Japan Equity No Yes 1.84
Barings International Umbrella Fund - Barings Eastern Europe Fund Class A USD Inc Other Equity No No 1.95
Barings International Umbrella Fund - Barings Europa Fund Class A USD Inc Europe Large-Cap Blend Equity No No 1.70
Franklin U.S. Dollar Short-Term Money Market Fund A(acc)USD USD Money Market - Short Term No Yes 0.25
JPMorgan Funds - US Technology Fund A (dist) - USD Sector Equity Technology No Yes 1.72
Fidelity Funds - Global Financial Services Fund A-DIST-EUR Sector Equity Financial Services No No 1.90
Ninety One Global Strategy Fund - Global Equity Fund A Inc USD Global Large-Cap Blend Equity No Yes 1.90
Barings European Growth Trust - Class A GBP Inc Europe ex-UK Equity No Yes 1.62
Barings Korea Trust - Class A GBP Acc Korea Equity No No 1.73
Morgan Stanley Investment Funds - Global Convertible Bond Fund A (USD) Convertible Bond - Global, USD Hedged No No 1.25
Ninety One Global Strategy Fund - UK Alpha Fund A Inc GBP UK Large-Cap Equity No No 1.90
Barings International Umbrella Fund - Barings Europa Fund Class A EUR Inc Europe Large-Cap Blend Equity No No 1.70
JPMorgan Funds - Europe Small Cap Fund A (dist) - EUR Europe Small-Cap Equity No Yes 1.76
Barings International Umbrella Fund - Barings Eastern Europe Fund Class A EUR Inc Other Equity No No 1.95
HSBC Global Investment Funds - Euroland Value AD Eurozone Large-Cap Equity No No 1.84
Barings International Umbrella Fund - Barings Global Bond Fund Class A GBP Inc Global Diversified Bond No 1.20
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