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 A-MDIST-USD USD High Yield Bond No 1.39
Schroder International Selection Fund Asian Smaller Companies A1 Accumulation USD Asia ex-Japan Small/Mid-Cap Equity No No 2.36
Goldman Sachs Europe CORE Equity Portfolio Base Acc EUR Europe Large-Cap Blend Equity No 1.41
First Sentier Asian Bridge Fund Class I USD Asia Allocation No 1.49
JPMorgan Pacific Technology (acc) - USD Sector Equity Technology No Yes 1.63
First Sentier Asia Strategic Bond Fund Class I (Distributing) USD Asia Bond No 2.25
BlackRock Global Funds - Emerging Markets Bond Fund C1 Global Emerging Markets Bond No 2.70
BlackRock Global Funds - Emerging Markets Bond Fund C2 Global Emerging Markets Bond No 2.70
Schroder International Selection Fund BIC (Brazil India China) A1 Accumulation USD Other Equity No 2.37
Schroder Stable Growth Fund C Accumulation HKD USD Moderate Allocation No 0.82
Goldman Sachs US Small Cap CORE Equity Portfolio Base Acc USD Snap US Small-Cap Equity No No 1.50
Ninety One Global Strategy Fund - Global Strategic Equity Fund C Inc USD Global Large-Cap Blend Equity No 2.90
Invesco Funds - Invesco Global Consumer Trends Fund B Accumulation USD Sector Equity Consumer Goods & Services No Yes 2.75
PineBridge Global Funds - India Equity Fund Y India Equity No No 1.19
Ninety One Global Strategy Fund - Asian Equity Fund C Inc USD Asia ex-Japan Equity No 2.80
Capital Group Global Equity Fund (LUX) C Global Large-Cap Blend Equity No No 0.10
Invesco Funds - Invesco Pan European Equity Fund B Accumulation EUR Europe Large-Cap Value Equity No 2.50
Pictet-Global Emerging Debt HP EUR Global Emerging Markets Bond - EUR Hedged No 1.42
Templeton Global Total Return Fund A(Mdis)EUR Global Flexible Bond No 1.37
Eastspring Investments - Asian Bond Fund - A Asia Bond No 1.30
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