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 Growth Fund Z(acc)USD Asia ex-Japan Equity No Yes 1.68
GAM Star Fund plc - GAM Star European Equity Class Institutional EUR Accumulation Europe Large-Cap Growth Equity No No 0.98
Templeton Asian Bond Fund Z(acc)USD Asia Bond - Local Currency No Yes 1.13
Franklin Mutual Global Discovery Fund Z(acc)USD Global Large-Cap Value Equity No No 1.33
FTGF Western Asset Asian Opportunities Fund Class A US$ Distributing (M) Asia Bond - Local Currency No 1.37
Franklin U.S. Opportunities Fund Z(acc)USD US Large-Cap Growth Equity No Yes 1.20
Eurizon Fund - Equity World Smart Volatility Class Unit R2 USD Accumulation Global Large-Cap Blend Equity No No 1.76
Nomura Brazil Fund Brazil Equity No No 2.11
UPAMC Chindia Other Equity No Yes 2.17
Fuh Hwa Global Commodity Sector Equity Natural Resources No No 2.29
PGIM Latin America Latin America Equity No No 2.33
Eurizon Fund - Flexible Equity Strategy Class Unit Z EUR Accumulation EUR Flexible Allocation - Global No No 0.77
PineBridge Glbl Emerging Mkt Hi Yld Bd A Global Emerging Markets Bond No No 1.92
PineBridge Glbl Emerging Mkt Hi Yld Bd B Global Emerging Markets Bond No No 1.92
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund I2 Global Emerging Markets Bond - Local Currency No 0.61
Franklin Templeton SinoAm Natural Res Eq Sector Equity Natural Resources No No 1.39
TCB Chinese Selected Growth Equity Fund China Equity No No 2.16
AB - American Growth Portfolio I EUR H Acc Other Equity No Yes 0.94
JPMorgan (Taiwan) BRICS 5 Fund Other Equity No No 2.44
AB - American Growth Portfolio A EUR H Acc Other Equity No Yes 1.74
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