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
First Sentier Global Listed Infrastructure Fund Class I (Distributing) USD Sector Equity Infrastructure No No 1.58
FTGF ClearBridge US Appreciation Fund Class A Euro Accumulating US Large-Cap Blend Equity No No 1.75
FTGF ClearBridge US Appreciation Fund Class A US$ Accumulating US Large-Cap Blend Equity No No 1.74
FTGF Western Asset Asian Opportunities Fund Class A US$ Accumulating Asia Bond - Local Currency No 1.37
Fidelity Funds - Emerging Asia Fund Y-Acc-USD Asia ex-Japan Equity No Yes 1.10
Schroder International Selection Fund Global Energy A Accumulation EUR Sector Equity Energy No No 1.85
Natixis International Funds (Lux) I - Loomis Sayles Global Credit Fund R/A (USD) Global Corporate Bond No No 1.20
Schroder International Selection Fund EURO Corporate Bond A Distribution EUR SF EUR Corporate Bond No No 1.04
FTGF Western Asset Short Duration Blue Chip Bond Fund Class A US$ Distributing (M) Global Corporate Bond No No 1.11
Barings International Umbrella Fund - Barings Australia Fund Class A GBP Inc Australia & New Zealand Equity No No 1.71
Barings International Umbrella Fund - Barings Eastern Europe Fund Class A GBP Inc Other Equity No No 1.95
Ninety One Global Strategy Fund - European Equity Fund A Acc EUR Europe Large-Cap Blend Equity No No 1.90
JPMorgan Funds - Emerging Markets Corporate Bond Fund A (acc) - USD Global Emerging Markets Corporate Bond No No 1.30
Franklin Global Real Estate Fund A(acc)EUR-H1 Property - Indirect Other No Yes 1.89
Barings International Umbrella Fund - Barings Eastern Europe Fund Class I GBP Acc Other Equity No No 1.00
BNP Paribas Funds Emerging Bond Opportunities Classic Capitalisation Global Emerging Markets Bond No No 1.91
BNP Paribas Funds Emerging Bond Opportunities Classic RH EUR Capitalisation Global Emerging Markets Bond - EUR Hedged No No 1.94
SinoPac Emerging Markets Corporate Bond Fund RMB Acc Global Emerging Markets Corporate Bond No No 1.93
AB - India Growth Portfolio S1 USD Acc India Equity No No 1.29
ABITL Income Umbrella Multi-asset Income Fund of Funds AD RMB TWD Moderate Allocation No No 1.56
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