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
abrdn SICAV I - North American Smaller Companies Fund I Acc USD US Small-Cap Equity No No 0.88
MFS Meridian Funds - U.S. Value Fund AH1 EUR Other Equity No No 1.97
Fidelity Funds - Strategic Bond Fund A-Acc-EUR (hedged) Global Flexible Bond - EUR Hedged No Yes 1.43
Fidelity Funds - Strategic Bond Fund Y-Acc-EUR (hedged) Global Flexible Bond - EUR Hedged No Yes 0.77
Templeton Global Smaller Comp Fund A Global Small/Mid-Cap Equity No Yes 1.41
abrdn SICAV I - Emerging Markets Corporate Bond Fund A Acc USD Global Emerging Markets Corporate Bond No 1.68
Pictet-EUR High Yield R dm EUR High Yield Bond No 1.88
Eastspring Investments - Asia Pacific Equity Fund - A Asia-Pacific ex-Japan Equity No No 1.80
abrdn SICAV I - Emerging Markets Corporate Bond Fund A MInc USD Global Emerging Markets Corporate Bond No 1.68
HSBC Asian Non-Investment Grade Bond ACTWD Asia High Yield Bond No No 1.78
Eastspring Investments - US Corporate Bond Fund - A USD Corporate Bond No 1.20
Fidelity Funds - Strategic Bond Fund A-EUR (hedged) Global Flexible Bond - EUR Hedged No Yes 1.43
Eastspring Investments - US Corporate Bond Fund - ADM USD Corporate Bond No 1.20
Templeton Foreign Fund A Global Large-Cap Value Equity No No 1.21
Franklin Mutual European Fund Z(acc)EUR Europe Large-Cap Value Equity No No 1.31
Franklin DynaTech Fund A US Large-Cap Growth Equity No Yes 0.96
Fidelity Funds - Asian Bond Fund A-MDIST-USD Asia Bond No No 1.05
Ninety One Global Strategy Fund - Emerging Markets Corporate Debt Fund A Acc USD Global Emerging Markets Corporate Bond No No 1.80
Fidelity Funds - Asian Bond Fund A-Acc-USD Asia Bond No No 1.05
Invesco Funds- Invesco Emerging Market Corporate Bond Fund C Accumulation USD Global Emerging Markets Corporate Bond No 1.03
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