We are currently investigating intermittent issues affecting access to some articles and pages on our site. We apologize for any inconvenience and are working to resolve this as quickly as possible.

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
Ninety One Global Strategy Fund - Global Strategic Managed Fund A Acc USD USD Moderate Allocation No Yes 2.00
Templeton Latin America Fund A(Ydis)USD Latin America Equity No No 2.26
Fidelity Funds - America Fund A-DIST-EUR US Large-Cap Value Equity No No 1.89
Barings Europe Select Trust - Class A EUR Inc Europe ex-UK Small/Mid-Cap Equity No Yes 1.57
Ninety One Global Strategy Fund - Global Strategic Managed Fund A Inc USD USD Moderate Allocation No Yes 2.00
Barings International Umbrella Fund - Barings Hong Kong China Fund Class A USD Inc China Equity No No 1.70
JPMorgan Funds - Global Growth Fund A (dist) - USD Global Large-Cap Growth Equity No Yes 1.80
JPMorgan Funds - Euroland Equity Fund A (dist) - EUR Eurozone Large-Cap Equity No No 1.73
Barings Emerging Markets Umbrella Fund - Barings Latin America Fund Class A USD Inc Latin America Equity No No 1.70
abrdn SICAV I - Emerging Markets Equity Fund A Acc GBP Global Emerging Markets Equity No Yes 1.94
BlackRock Global Funds - US Mid-Cap Value Fund A2 US Mid-Cap Equity No No 1.83
JPMorgan Funds - China Fund A (dist) - USD China Equity No Yes 1.73
Barings International Umbrella Fund - Barings Hong Kong China Fund Class A EUR Inc China Equity No No 1.70
Fidelity Funds - China Focus Fund A-DIST-USD China Equity No No 1.91
Barings Emerging Markets Umbrella Fund - Barings Latin America Fund Class A EUR Inc Latin America Equity No No 1.70
Barings Europe Select Trust - Class A GBP Inc Europe ex-UK Small/Mid-Cap Equity No Yes 1.57
Franklin U.S. Dollar Short-Term Money Market Fund A(acc)USD USD Money Market - Short Term No Yes 0.25
Barings European Growth Trust - Class A GBP Inc Europe ex-UK Equity No Yes 1.62
PIMCO GIS Total Return Bond Fund Institutional USD Accumulation USD Diversified Bond No Yes 0.50
JPMorgan Funds - Latin America Equity Fund A (dist) - USD Latin America Equity No No 1.80
© Copyright 2024 Morningstar Asia Ltd. All rights reserved.

Terms of Use        Privacy Policy       Disclosures