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
Neuberger Berman US Real Estate Securities Fund Class USD T Accumulating Property - Indirect North America No Yes 2.02
JPM Emerging Markets Corporate Bond A (irc) - AUD (hedged) Other Bond No No 1.31
JPMorgan Funds - America Equity Fund A (acc) - AUD US Large-Cap Blend Equity No No 1.80
Neuberger Berman Emerging Market Debt - Local Currency Fund Class USD I Accumulating Global Emerging Markets Bond - Local Currency No No 0.94
FTGF Western Asset Asian Opportunities Fund Premier Class Euro Distributing (A) Asia Bond - Local Currency No 0.72
FTGF Western Asset Asian Opportunities Fund Premier Class US$ Distributing (M) Asia Bond - Local Currency No 0.75
Ninety One Global Strategy Fund - Global Managed Income Fund C Inc-2 USD USD Cautious Allocation No No 2.50
Capital Group Emerging Markets Debt Fund (LUX) Zd Global Emerging Markets Bond No No 0.90
Ninety One Global Strategy Fund - Global Managed Income Fund A Inc-2 USD USD Cautious Allocation No No 1.60
Neuberger Berman US Real Estate Securities Fund Class ZAR T Accumulating - Hedged Property - Indirect Other No Yes 2.02
Invesco Funds - Invesco Japanese Equity Advantage Fund A (EUR Hedged) Accumulation EUR Other Equity No Yes 1.73
AB - Japan Strategic Value Portfolio S1 USD H Acc Other Equity No No 0.80
abrdn SICAV I - Emerging Markets Smaller Companies Fund G Acc USD Global Emerging Markets Small/Mid-Cap Equity No No 1.16
Ninety One Global Strategy Fund - Emerging Markets Equity Fund I Acc EUR Global Emerging Markets Equity No No 1.00
Ninety One Global Strategy Fund - Global Natural Resources Fund I Acc GBP Sector Equity Natural Resources No No 1.00
Schroder International Selection Fund Indian Opportunities A Accumulation USD India Equity No No 1.86
Schroder International Selection Fund Indian Opportunities C Accumulation USD India Equity No No 1.06
JPMorgan Funds - Asia Pacific Equity Fund C (acc) - USD Asia-Pacific ex-Japan Equity No No 0.95
AB - Global Real Estate Securities Portfolio AD NZD H Inc Property - Indirect Other No Yes 2.00
AB - Global Real Estate Securities Portfolio AD USD Inc Property - Indirect Global No Yes 2.00
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