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 Larger Companies Fund A-DIST-EUR Europe Large-Cap Blend Equity No No 1.92
Templeton Asian Growth Fund A(Ydis)USD Asia ex-Japan Equity No Yes 2.18
Templeton Global Fund A(Ydis)USD Global Large-Cap Blend Equity No No 1.83
JPMorgan Funds - Europe Equity Fund A (acc) - USD Europe Large-Cap Blend Equity No No 1.26
Barings Global Umbrella Fund - Barings Global Resources Fund Class A EUR Inc Sector Equity Natural Resources No No 1.95
PineBridge Global Funds - Europe Small Cap Equity Fund Y Europe Small-Cap Equity No Yes 1.68
Schroder International Selection Fund European Smaller Companies A Accumulation EUR Europe Small-Cap Equity No Yes 1.86
Barings Global Bond Fund-Class A USD Inc Global Diversified Bond No 1.21
JPMorgan Funds - America Equity Fund A (dist) - USD US Large-Cap Blend Equity No No 1.70
Ninety One Global Strategy Fund - Global Strategic Equity Fund A Inc USD Global Large-Cap Blend Equity No No 1.90
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
Barings International Umbrella Fund - Barings Australia Fund Class A USD Inc Australia & New Zealand Equity No No 1.71
JPMorgan Funds - Europe Equity Fund A (dist) - EUR Europe Large-Cap Blend Equity No No 1.23
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 1.72
JPMorgan Funds - US Technology Fund A (dist) - USD Sector Equity Technology No Yes 1.71
Fidelity Funds - Global Financial Services Fund A-DIST-EUR Sector Equity Financial Services No No 1.90
GAM Star Fund plc - GAM Star European Equity Ordinary GBP Accumulation Europe Large-Cap Growth Equity No No 1.48
Templeton Global Smaller Companies Fund A(Ydis)USD Global Small/Mid-Cap Equity No Yes 1.85
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