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 - Emerging Markets Debt Fund A (USD) Global Emerging Markets Bond No 1.65
Barings Umbrella Fund plc - Barings Developed and Emerging Markets High Yield Bd Fd Trnh G USD IncQt Global High Yield Bond No 1.36
Barings Umbrella Fund plc - Barings Developed and Emerging Markets High Yield Bd Fd Trnh G EUR IncQt Global High Yield Bond No 1.36
Schroder International Selection Fund Strategic Bond A Accumulation EUR Hedged Global Flexible Bond - EUR Hedged No 1.33
Fidelity Funds - Fidelity Target™ 2025 Fund A-Dist-EUR Target Date 2021 - 2025 No 1.27
JPMorgan Funds - Russia Fund A (acc) - USD Other Equity No 1.80
Schroder International Selection Fund Strategic Bond A Accumulation USD Global Flexible Bond No 1.30
BlackRock Global Funds - Emerging Europe Fund A4 GBP Other Equity No 2.07
AXA World Funds - Global High Yield Bonds A Capitalisation USD Global High Yield Bond No 1.49
Schroder International Selection Fund Strategic Bond A Distribution GBP Hedged AV Global Flexible Bond - GBP Hedged No 1.33
Schroder International Selection Fund Strategic Bond A Distribution USD MV Global Flexible Bond No 1.30
JPMorgan Funds - Russia Fund A (dist) - USD Other Equity No 1.80
Fidelity Funds - Emerging Market Debt Fund A-DIST-EUR Global Emerging Markets Bond No 1.63
Fidelity Funds - Emerging Market Debt Fund A-DIST-USD Global Emerging Markets Bond No 1.63
PIMCO GIS Emerging Markets Bond Fund Institutional GBP (Hedged) Income Global Emerging Markets Bond - GBP Hedged No 0.79
PIMCO GIS Emerging Markets Bond Fund E Class EUR (Hedged) Accumulation Global Emerging Markets Bond - EUR Hedged No 1.69
PIMCO GIS Global High Yield Bond Fund Institutional GBP (Hedged) Income Global High Yield Bond - GBP Hedged No 0.55
abrdn SICAV I - Indian Equity Fund A Acc USD India Equity No No 1.92
BOCHK All Weather Asian Bond Fund A2 (HKD) Asia Bond No 1.25
BOCHK All Weather Asian Bond Fund A1 (USD) Asia Bond No 1.23
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