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
Templeton Asian Smaller Companies Fund A(acc)USD Asia ex-Japan Small/Mid-Cap Equity No Yes 2.22
Templeton Asian Smaller Companies Fund I(acc)USD Asia ex-Japan Small/Mid-Cap Equity No Yes 1.18
Templeton Asian Smaller Companies Fund A(acc)EUR Asia ex-Japan Small/Mid-Cap Equity No Yes 2.22
UBS (Lux) Equity SICAV - Global Emerging Markets Opportunity (USD) P-acc Global Emerging Markets Equity No No 2.01
Templeton Asian Smaller Companies Fund A(Ydis)USD Asia ex-Japan Small/Mid-Cap Equity No Yes 2.22
Janus Henderson Horizon Asian Dividend Income Fund I2 USD Asia-Pacific ex-Japan Equity Income No No 1.00
Fidelity Funds - Global Short Duration Income Fund A-MDIST-USD Global Flexible Bond - USD Hedged No 1.06
DWS Invest Global Infrastructure USD LC Sector Equity Infrastructure No No 1.59
Schroder International Selection Fund Global Energy C Accumulation EUR Sector Equity Energy No No 1.30
PIMCO GIS Global Investment Grade Credit Fund E Class USD Accumulation Global Corporate Bond - USD Hedged No No 1.40
Schroder International Selection Fund EURO Corporate Bond A1 Distribution EUR SF EUR Corporate Bond No No 1.49
JPM Global Government Bond A (acc) - USD (hedged) Global Government Bond - USD Hedged No 0.60
FTGF ClearBridge US Appreciation Fund Premier Class US$ Accumulating US Large-Cap Blend Equity No No 0.78
Natixis International Funds (Lux) I - Loomis Sayles Global Credit Fund I/A (USD) Global Corporate Bond No No 0.71
HSBC Global Investment Funds - US Dollar Bond IC USD Diversified Bond No Yes 0.52
Nomura China Opportunities Fund TWD China Equity No No 2.08
Natixis International Funds (Lux) I - Loomis Sayles Global Credit Fund R/D (USD) Global Corporate Bond No No 1.20
Shin Kong China Growth Fund TWD China Equity No No 2.15
UBS (Lux) Emerging Economies Fund - Global Bonds (USD) I-A1-acc Global Emerging Markets Bond No 0.75
Eastspring Investments - US High Investment Grade Bond Fund - ADM USD Corporate Bond No 1.00
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