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
Franklin Global Real Estate Fund A(acc)USD Property - Indirect Global No Yes 1.90
Schroder International Selection Fund Global Smaller Companies A Accumulation USD Global Small/Mid-Cap Equity No No 1.84
Eastspring Investments - Asian Equity Fund - A Asia ex-Japan Equity No Yes 1.80
Templeton Asian Bond Fund I(acc)USD Asia Bond - Local Currency No Yes 0.90
HSBC Japan Index Fund Institutional Accumulation Japan Large-Cap Equity No No 0.03
Franklin Mutual Global Discovery Fund I(acc)USD Global Large-Cap Value Equity No No 0.96
PineBridge Global Funds - Global Focus Equity Fund L Global Large-Cap Blend Equity No Yes 1.39
Schroder International Selection Fund Global Smaller Companies A Distribution USD AV Global Small/Mid-Cap Equity No No 1.84
Franklin Mutual Global Discovery Fund N(acc)USD Global Large-Cap Value Equity No No 2.57
Goldman Sachs US CORE Equity Portfolio Base Acc USD Snap US Large-Cap Blend Equity No Yes 1.15
JPMorgan Evergreen Fund USD Flexible Allocation No No 0.79
Ninety One Global Strategy Fund - Global Equity Fund C Inc USD Global Large-Cap Blend Equity No Yes 2.70
BlackRock Global Funds - US Basic Value Fund C2 EUR Hedged Other Equity No No 3.06
BlackRock Global Funds - US Flexible Equity Fund C2 EUR Hedged Other Equity No Yes 3.06
Schroder International Selection Fund Emerging Asia A1 Accumulation EUR Asia ex-Japan Equity No Yes 2.34
Franklin Mutual Global Discovery Fund A(acc)USD Global Large-Cap Value Equity No No 1.82
Schroder International Selection Fund Global Equity Yield A1 Accumulation EUR Global Equity Income No No 2.36
Templeton Asian Bond Fund N(acc)USD Asia Bond - Local Currency No Yes 2.16
Schroder International Selection Fund Emerging Asia A Accumulation EUR Asia ex-Japan Equity No Yes 1.84
Templeton Asian Bond Fund A(acc)USD Asia Bond - Local Currency No Yes 1.46
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