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
Capital Group New Perspective Fund (LUX) A4 CHF Global Large-Cap Growth Equity No Yes 0.60
JPMorgan Funds - Global Natural Resources Fund A (acc) - USD Sector Equity Natural Resources No No 1.74
Morgan Stanley Investment Funds - QuantActive Global Property Fund A USD Property - Indirect Global No Yes 1.49
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund A2 USD Global Emerging Markets Bond - Local Currency No No 1.23
Schroder International Selection Fund Global Energy A1 Accumulation EUR Sector Equity Energy No No 2.35
BNP Paribas Funds Brazil Equity Classic Capitalisation Brazil Equity No No 2.23
Schroder International Selection Fund Global Inflation Linked Bond C Distribution EUR AV Global Inflation-Linked Bond - EUR Hedged No No 0.51
Fidelity Funds - Emerging Markets Fund A-DIST-EUR Global Emerging Markets Equity No Yes 1.93
Allianz Global Investors Fund - Allianz Asia Pacific Income A USD Asia Allocation No No 1.83
BlackRock Global Funds - World Mining Fund D2 Sector Equity Natural Resources No No 1.31
Schroder International Selection Fund European Dividend Maximiser A Distribution EUR QF Europe Equity Income No No 1.90
Schroder International Selection Fund Global Dividend Maximiser A Accumulation USD Global Equity Income No No 1.87
Allianz Global Investors Fund - Allianz Asia Ex China Equity A (USD) Asia ex-Japan Equity No Yes 2.30
Templeton Emerging Markets Smaller Companies Fund A(acc)USD Global Emerging Markets Small/Mid-Cap Equity No Yes 2.44
Natixis International Funds (Lux) I - Harris Associates Global Equity Fund R/D (USD) Global Large-Cap Value Equity No Yes 2.20
Fidelity Funds - America Fund Y-Acc-USD US Large-Cap Value Equity No No 1.04
Ninety One Global Strategy Fund - Global Gold Fund A Acc USD Sector Equity Precious Metals No No 1.90
Templeton Emerging Markets Smaller Companies Fund A(acc)EUR Global Emerging Markets Small/Mid-Cap Equity No Yes 2.44
Fidelity Funds - Emerging Asia Fund A-Acc-USD Asia ex-Japan Equity No Yes 1.95
Fidelity Funds - Emerging Asia Fund A-DIST-USD Asia ex-Japan Equity No Yes 1.95
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