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
Pictet-USD Short Mid-Term Bonds I USD Diversified Bond - Short Term No 0.36
PIMCO GIS Global Real Return Fund E Class USD Income Global Inflation-Linked Bond - USD Hedged No Yes 1.40
Schroder International Selection Fund Asian Equity Yield C Distribution USD M Asia-Pacific ex-Japan Equity Income No Yes 1.29
JPMorgan Funds - Japan Equity Fund A (acc) - JPY Japan Large-Cap Equity No No 1.76
Invesco Funds - Invesco Pan European Small Cap Equity Fund B Accumulation EUR Europe Small-Cap Equity No Yes 2.98
Schroder International Selection Fund China Opportunities C Accumulation USD China Equity No Yes 1.28
Eastspring Investments - Pan European Fund - A Europe Large-Cap Blend Equity No Yes 1.80
Templeton Eastern Europe Fund A(Ydis)EUR Other Equity No No 2.48
GAM Star Fund plc - GAM Star Japan Leaders-A USD Japan Large-Cap Equity No Yes 1.90
Franklin India Fund I(acc)USD India Equity No No 0.98
Invesco Funds - Invesco Asia Opportunities Equity Fund B Accumulation USD Asia ex-Japan Equity No Yes 2.91
Schroder International Selection Fund China Opportunities I Accumulation USD China Equity No Yes 0.05
PineBridge Global Funds - Greater China Equity Fund Y Greater China Equity No Yes 1.24
PIMCO GIS Total Return Bond Fund E Class USD Income USD Diversified Bond No Yes 1.40
MFS Meridian Funds - Global Equity Fund C1 USD Global Large-Cap Blend Equity No Yes 2.66
M&G Global Themes Fund EUR A Acc Global Large-Cap Blend Equity No No 1.94
Janus Henderson Horizon Euroland Fund I2 EUR Eurozone Large-Cap Equity No No 1.01
Schroder International Selection Fund Global Equity Yield A1 Accumulation EUR Global Equity Income No Yes 2.36
Schroder International Selection Fund Global Equity Yield C Accumulation EUR Global Equity Income No Yes 1.06
Schroder International Selection Fund China Opportunities A1 Accumulation USD China Equity No Yes 2.33
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