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
Fidelity Funds - European Smaller Companies Fund A-DIST-EUR Europe Small-Cap Equity No Yes 1.92
Schroder International Selection Fund Latin American A Accumulation USD Latin America Equity No No 1.88
Fidelity Funds - Germany Fund A-DIST-EUR Germany Equity No Yes 1.91
Janus Henderson Horizon Japan Opportunities Fund A2 USD Japan Large-Cap Equity No No 1.98
Pictet-Digital I USD Sector Equity Technology No Yes 1.10
JPMorgan Funds - US Value Fund A (dist) - USD US Large-Cap Value Equity No No 1.71
BlackRock Global Funds - World Mining Fund A2 Sector Equity Natural Resources No No 2.07
Franklin U.S. Opportunities Fund A(acc)USD US Large-Cap Growth Equity No Yes 1.81
Fidelity Funds - Global Thematic Opportunities Fund A-USD Global Large-Cap Growth Equity No No 1.90
Fidelity Funds - Thailand Fund A-DIST-USD Thailand Equity No No 1.95
Fidelity Funds - World Fund A-DIST-EUR Global Large-Cap Blend Equity No No 1.89
Schroder International Selection Fund Global Bond A Distribution USD AV Global Diversified Bond No 0.99
BlackRock Global Funds - World Gold Fund A2 Sector Equity Precious Metals No No 2.07
Fidelity Funds - Global Technology Fund A-DIST-EUR Sector Equity Technology No Yes 1.89
Templeton Global Smaller Companies Fund A(acc)USD Global Small/Mid-Cap Equity No Yes 1.85
BlackRock Global Funds - World Financials Fund A2 Sector Equity Financial Services No Yes 1.84
Templeton Asian Growth Fund A(acc)USD Asia ex-Japan Equity No Yes 2.18
Schroder International Selection Fund Latin American C Accumulation USD Latin America Equity No No 1.32
JPMorgan Funds - US Smaller Companies Fund A (dist) - USD US Small-Cap Equity No No 1.74
Janus Henderson Horizon Pan European Smaller Companies Fund A2 EUR Europe Small-Cap Equity No Yes 2.01
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