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 - US High Yield Fund Y-Acc-USD USD High Yield Bond No 0.89
Barings German Growth Trust - Class A EUR Inc Germany Equity No No 1.57
Allianz Global Investors Fund - Allianz Little Dragons A2 EUR Asia ex-Japan Equity No 2.30
Allianz Global Investors Fund - Allianz Little Dragons CT2 EUR Asia ex-Japan Equity No 3.05
BEA Union Investment Asian Bond and Currency Fund A Acc Asia High Yield Bond No 1.42
Schroder International Selection Fund Global Corporate Bond A1 Distribution USD MV Global Corporate Bond - USD Hedged No No 1.48
Barings Global Agriculture Fund - Class A EUR Acc Sector Equity Agriculture No No 1.70
Barings Global Agriculture Fund - Class I USD Acc Sector Equity Agriculture No No 0.95
Barings Global Agriculture Fund - Class A USD Acc Sector Equity Agriculture No No 1.70
BEA Union Investment Asia Strategic Growth A Asia ex-Japan Equity No No 0.00
BlackRock Global Funds - World Energy Fund A2 SGD Hedged Other Equity No No 2.05
Capital Group Euro Bond Fund (LUX) A4 EUR Diversified Bond No No 0.30
BlackRock Global Funds - Emerging Markets Bond Fund A2 EUR Hedged Global Emerging Markets Bond - EUR Hedged No 1.45
Morgan Stanley Investment Funds - US Advantage Fund C US Large-Cap Growth Equity No Yes 2.44
Capital Group Global Equity Fund (LUX) A4 Global Large-Cap Blend Equity No No 0.60
Jupiter Merian World Equity Fund I USD Acc Global Flex-Cap Equity No Yes 0.94
Capital Group Emerging Markets Total Opportunities (LUX) C Global Emerging Markets Allocation No No 0.20
Eastspring Investments - Asian Bond Fund - ADM Asia Bond No 1.30
T. Rowe Price Funds SICAV - Global Growth Equity Fund A USD Global Large-Cap Growth Equity No Yes 1.77
Jupiter Emerging Market Debt Fund I USD Acc Global Emerging Markets Bond No 1.20
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