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 International Umbrella Fund - Barings Europa Fund Class A EUR Inc Europe Large-Cap Blend Equity No No 1.72
JPMorgan Funds - Europe Small Cap Fund A (dist) - EUR Europe Small-Cap Equity No No 1.76
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
Natixis International Funds (Dublin) I - Loomis Sayles Global Opportunistic Bond Fund R/D (USD) Global Diversified Bond No No 1.50
Capital Group Global Equity Fund (LUX) B Global Large-Cap Blend Equity No No 1.70
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 No 1.71
UBS (Lux) Equity SICAV - USA Growth (USD) P-acc US Large-Cap Growth Equity No Yes 2.10
Schroder International Selection Fund Global Inflation Linked Bond A Accumulation USD Hedged Global Inflation-Linked Bond - USD Hedged No No 0.96
JPMorgan Korea (acc) - USD Korea Equity No No 1.71
HSBC Global Investment Funds - Brazil Equity AC Brazil Equity No No 2.14
Schroder International Selection Fund US Small & Mid-Cap Equity A Accumulation USD US Mid-Cap Equity No No 1.84
HSBC Global Investment Funds - Brazil Equity AD Brazil Equity No No 2.14
Schroder International Selection Fund Japanese Equity A Accumulation EUR Hedged Other Equity No Yes 1.63
JPMorgan Funds - US Growth Fund A (acc) - USD US Large-Cap Growth Equity No Yes 1.72
Fidelity Funds - Fidelity Target™ 2030 Fund A-DIST-EUR Target Date 2026 - 2030 No No 1.53
Schroder International Selection Fund Asian Smaller Companies A Accumulation USD Asia ex-Japan Small/Mid-Cap Equity No No 1.86
JPMorgan Investment Funds - Global Macro Fund A (acc) - USD Macro Trading USD No 1.46
MFS Meridian Funds - European Smaller Companies Fund A1 USD Europe Mid-Cap Equity No Yes 2.05
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