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 - Latin America Fund Y-Acc-USD Latin America Equity No No 1.10
BlackRock Global Funds - US Growth Fund D2 US Large-Cap Growth Equity No Yes 1.05
BlackRock Global Funds - World Financials Fund D2 Sector Equity Financial Services No Yes 1.05
Schroder International Selection Fund Asian Convertible Bond I Accumulation USD Convertible Bond - Other No 0.05
Schroder International Selection Fund Global Convertible Bond I Accumulation USD Convertible Bond - Global, USD Hedged No No 0.05
Schroder International Selection Fund Asian Convertible Bond C Accumulation EUR Hedged Convertible Bond - Other No 0.98
Schroder International Selection Fund Global Convertible Bond A Accumulation EUR Hedged Convertible Bond - Global, EUR Hedged No No 1.56
Fidelity Funds - Emerging Asia Fund A-Acc-EUR Asia ex-Japan Equity No Yes 1.95
Janus Henderson Capital Funds plc - Global Real Estate Equity Income Fund Class I2 HEUR Property - Indirect Other No Yes 1.11
Fidelity Funds - European Smaller Companies Fund Y-Acc-EUR Europe Small-Cap Equity No Yes 1.06
Schroder International Selection Fund Asian Convertible Bond C Accumulation USD Convertible Bond - Other No 0.95
Schroder International Selection Fund US Small & Mid-Cap Equity C Accumulation EUR Hedged Other Equity No Yes 1.17
Schroder International Selection Fund Asian Convertible Bond A Accumulation USD Convertible Bond - Other No 1.55
Schroder International Selection Fund Global Convertible Bond C Accumulation USD Convertible Bond - Global, USD Hedged No No 0.93
Amundi Funds - Euroland Equity I2 USD (C) Eurozone Large-Cap Equity No No 0.76
Fuh Hwa Global Thematic Global Large-Cap Growth Equity No Yes 2.27
PIMCO GIS Global Investment Grade Credit Fund E Class USD Income Global Corporate Bond - USD Hedged No 1.39
Invesco Funds - Invesco Pan European Small Cap Equity Fund A Annual Distribution USD Europe Small-Cap Equity No Yes 2.06
HSBC Global Investment Funds - Global Bond IC Global Diversified Bond No No 0.52
BlackRock Global Funds - World Gold Fund I2 Sector Equity Precious Metals No No 1.08
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