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
Morgan Stanley Investment Funds - US Growth Fund A (USD) EUR US Large-Cap Growth Equity No Yes 1.66
Capital Group European Growth and Income Fund (LUX) Bd GBP Europe Large-Cap Blend Equity No No 1.70
Capital Group Global High Income Opportunities (LUX) B USD Global Flexible Bond No 1.60
Capital Group European Growth and Income Fund (LUX) B GBP Europe Large-Cap Blend Equity No No 1.70
Capital Group Global High Income Opportunities (LUX) B GBP Global Flexible Bond No 1.60
Capital Group Global High Income Opportunities (LUX) Bd GBP Global Flexible Bond No 1.60
Capital Group European Growth and Income Fund (LUX) Zd GBP Europe Large-Cap Blend Equity No No 0.90
Capital Group Global High Income Opportunities (LUX) Zd GBP Global Flexible Bond No 0.90
Capital Group European Growth and Income Fund (LUX) Z GBP Europe Large-Cap Blend Equity No No 0.90
BlackRock Global Funds - Japan Small & MidCap Opportunities Fund A4 GBP Japan Small/Mid-Cap Equity No No 1.80
Jupiter India Select Class L USD A Inc India Equity No No 1.97
Templeton Global Total Return Fund A(acc)EUR-H1 Global Flexible Bond - EUR Hedged No Yes 1.37
Templeton Global Total Return Fund A(Mdis)GBP-H1 Global Flexible Bond - GBP Hedged No Yes 1.37
Franklin MENA Fund A(acc)EUR Africa & Middle East Equity No No 2.59
Franklin MENA Fund A(acc)USD Africa & Middle East Equity No No 2.59
Jupiter India Select Class L GBP A Inc India Equity No No 1.97
Capital Group Global High Income Opportunities (LUX) Bdh-GBP Global Flexible Bond - GBP Hedged No 1.70
BlackRock Global Funds - Japan Small & MidCap Opportunities Fund D4 GBP Japan Small/Mid-Cap Equity No No 1.05
Matthews Asia Funds - Asia Discovery Fund A USD Acc Asia ex-Japan Small/Mid-Cap Equity No No 2.06
Barings Global High Yield Bond Fund Tranche I USD Distribution Shares Global High Yield Bond No 0.67
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