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 Global Bond Fund-Class A USD Inc Global Diversified Bond No 1.20
Barings Global Umbrella Fund - Barings Global Resources Fund Class A USD Inc Sector Equity Natural Resources No No 1.95
Schroder International Selection Fund Global Inflation Linked Bond A Accumulation EUR Global Inflation-Linked Bond - EUR Hedged No No 0.93
Franklin Mutual European Fund A(acc)USD Europe Large-Cap Value Equity No No 1.82
Barings International Umbrella Fund - Barings Australia Fund Class A USD Inc Australia & New Zealand Equity No No 1.70
JPMorgan Funds - Europe Equity Fund A (dist) - EUR Europe Large-Cap Blend Equity No No 1.22
Barings International Umbrella Fund - Barings Eastern Europe Fund Class A USD Inc Other Equity No No 1.95
Barings International Umbrella Fund - Barings Europa Fund Class A USD Inc Europe Large-Cap Blend Equity No No 1.70
Franklin U.S. Dollar Short-Term Money Market Fund A(acc)USD USD Money Market - Short Term No Yes 0.25
JPMorgan Funds - US Technology Fund A (dist) - USD Sector Equity Technology No Yes 1.70
Fidelity Funds - Global Financial Services Fund A-DIST-EUR Sector Equity Financial Services No No 1.90
Morgan Stanley Investment Funds - Global Convertible Bond Fund A (USD) Convertible Bond - Global, USD Hedged No No 1.25
GAM Star Fund plc - GAM Star European Equity Ordinary GBP Accumulation Europe Large-Cap Growth Equity No No 1.44
Barings International Umbrella Fund - Barings Europa Fund Class A EUR Inc Europe Large-Cap Blend Equity No No 1.70
JPMorgan Funds - Europe Small Cap Fund A (dist) - EUR Europe Small-Cap Equity No Yes 1.75
Barings International Umbrella Fund - Barings Eastern Europe Fund Class A EUR Inc Other Equity No No 1.95
Schroder International Selection Fund Global Inflation Linked Bond C Accumulation EUR Global Inflation-Linked Bond - EUR Hedged No No 0.51
JPMorgan ASEAN Fund - JPMorgan ASEAN (acc) – USD ASEAN Equity No No 1.60
Barings International Umbrella Fund - Barings Asia Growth Fund ClassA GBP Inc Asia ex-Japan Equity No Yes 1.70
UBS (Lux) Equity SICAV - USA Growth (USD) P-acc US Large-Cap Growth Equity No Yes 2.11
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