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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
Barings Emerging Markets Umbrella Fund - Barings Global Emerging Markets Fund Class A Inc Global Emerging Markets Equity No Yes 1.95
JPMorgan Funds - Emerging Markets Equity Fund A (dist) - USD Global Emerging Markets Equity No Yes 1.72
Franklin Technology Fund A (Acc) USD Sector Equity Technology No Yes 1.81
PIMCO GIS Total Return Bond Fund Institutional EUR (Hedged) Accumulation Other Bond No Yes 0.50
BNY Mellon Small Cap Euroland Fund USD C Acc Eurozone Mid-Cap Equity No Yes 1.14
Fidelity Funds - China Focus Fund A-DIST-GBP China Equity No No 1.91
PIMCO GIS Global Real Return Fund Institutional GBP (Hedged) Accumulation Global Inflation-Linked Bond - GBP Hedged No Yes 0.50
Barings Emerging Markets Umbrella Fund - Barings Global Emerging Markets Fund Class A GBP Inc Global Emerging Markets Equity No Yes 1.95
Fidelity Funds - India Focus Fund A-USD India Equity No No 1.89
HSBC Global Investment Funds - Euro High Yield Bond AC EUR High Yield Bond No No 1.34
PIMCO GIS Global Bond Fund Institutional GBP (Hedged) Accumulation Global Diversified Bond - GBP Hedged No 0.50
Fidelity Funds - India Focus Fund A-GBP India Equity No No 1.93
PIMCO GIS Global Bond Fund Institutional GBP (Hedged) Income Global Diversified Bond - GBP Hedged No 0.50
Fidelity Funds - India Focus Fund A-EUR India Equity No No 1.89
FSSA China Growth Fund Class I (Distributing) USD China Equity No Yes 1.81
MFS Meridian Funds - Continental European Equity Fund I1 GBP Europe ex-UK Equity No Yes 0.75
Schroder International Selection Fund Strategic Bond A Accumulation EUR Hedged Global Flexible Bond - EUR Hedged No 1.33
JPMorgan Funds - Euroland Equity Fund A (acc) - EUR Eurozone Large-Cap Equity No No 1.74
MFS Meridian Funds - Global Equity Fund I1 GBP Global Large-Cap Blend Equity No Yes 0.93
JPMorgan Funds - China Fund A (acc) - USD China Equity No Yes 1.72
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