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 Energy Fund C2 EUR Hedged Other Equity No No 3.30
Jupiter Emerging Market Debt Fund L USD Inc Global Emerging Markets Bond No 1.95
BlackRock Global Funds - World Energy Fund A2 EUR Hedged Other Equity No No 2.05
BlackRock Global Funds - World Energy Fund D2 EUR Hedged Other Equity No No 1.30
BlackRock Global Funds - Systematic Global Equity High Income Fund A2 SGD Hedged Other Equity No No 1.80
Fidelity Funds - ASEAN Fund Y-Acc-USD ASEAN Equity No Yes 1.10
HSBC Global Investment Funds - Russia Equity AD Other Equity No No 0.40
Templeton Global Bond Fund A(Mdis)SGD-H1 Other Bond No Yes 1.36
Invesco Funds - Invesco Pan European Equity Fund A Annual Distribution USD Europe Large-Cap Value Equity No No 1.97
Templeton Global Total Return Fund A(Mdis)EUR-H1 Global Flexible Bond - EUR Hedged No Yes 1.37
BlackRock Global Funds - Systematic Global Equity High Income Fund D2 USD Global Equity Income No No 0.91
BlackRock Global Funds - Euro Short Duration Bond Fund D2 EUR EUR Diversified Bond - Short Term No 0.52
Fidelity Funds - Asian High Yield Fund Y-Acc-USD Asia High Yield Bond No No 0.90
BlackRock Global Funds - Euro Corporate Bond Fund D2 EUR EUR Corporate Bond No No 0.61
Fidelity Funds - Japan Value Fund Y-Acc-JPY Japan Large-Cap Blend Equity No No 1.07
Fidelity Funds - Emerging Europe, Middle East and Africa Fund Y-Acc-USD Other Equity No No 1.09
BlackRock Global Funds - Swiss Small & MidCap Opportunities Fund A2 CHF Switzerland Small/Mid-Cap Equity No No 1.80
BlackRock Global Funds - Swiss Small & MidCap Opportunities Fund D2 CHF Switzerland Small/Mid-Cap Equity No No 1.05
Templeton Frontier Markets Fund I(acc)USD Global Frontier Markets Equity No 1.45
PIMCO GIS Diversified Income Fund Institutional USD Income Global Flexible Bond - USD Hedged No 0.70
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