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
Schroder International Selection Fund EURO Corporate Bond A Accumulation EUR EUR Corporate Bond No No 1.04
Fidelity Funds - European Growth Fund A-DIST-EUR Europe Large-Cap Blend Equity No No 1.89
Fidelity Funds - Italy Fund A-DIST-EUR Italy Equity No No 1.93
Fidelity Funds - Latin America Fund A-DIST-USD Latin America Equity No No 1.95
Fidelity Funds - Global Bond Fund A-DIST-USD Global Diversified Bond No 1.05
Fidelity Funds - Global Thematic Opportunities Fund A-EUR Global Large-Cap Growth Equity No No 1.90
Fidelity Funds - Global Industrials Fund A-DIST-EUR Sector Equity Industrial Materials No No 1.93
BlackRock Global Funds - US Flexible Equity Fund A2 US Large-Cap Blend Equity No Yes 1.81
Fidelity Funds - US Dollar Bond Fund A-DIST-USD USD Diversified Bond No 1.04
HSBC Global Investment Funds - Indian Equity AD India Equity No No 1.89
Fidelity Funds - Global Focus Fund A-DIST-USD Global Large-Cap Blend Equity No No 1.91
JPMorgan Investment Funds - US Select Equity Fund A (acc) - USD US Large-Cap Blend Equity No No 1.69
Janus Henderson Horizon Global Technology Leaders Fund A2 USD Sector Equity Technology No Yes 1.87
HSBC Global Investment Funds - Global Emerging Markets Bond PD Global Emerging Markets Bond No 1.34
Fidelity Funds - Global Focus Fund A-DIST-EUR Global Large-Cap Blend Equity No No 1.91
Schroder International Selection Fund Latin American A1 Accumulation USD Latin America Equity No No 2.38
HSBC Global Investment Funds - Asia ex Japan Equity AD Asia ex-Japan Equity No Yes 1.84
MFS Meridian Funds - European Research Fund A1 EUR Europe Large-Cap Blend Equity No No 1.93
BlackRock Global Funds - World Energy Fund A2 Sector Equity Energy No No 2.06
Natixis International Funds (Lux) I - Harris Associates Global Equity Fund R/A (USD) Global Large-Cap Value Equity No Yes 2.20
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