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
Franklin Mutual European Fund A(Ydis)EUR Europe Large-Cap Value Equity No No 1.82
Fidelity Funds - Asia Pacific Dividend Fund A-DIST-USD Asia-Pacific ex-Japan Equity Income No Yes 1.95
Eastspring Investments - US High Investment Grade Bond Fund - A USD Corporate Bond No 1.00
Schroder International Selection Fund Global Equity Alpha C Accumulation EUR Global Large-Cap Blend Equity No Yes 0.83
PineBridge Global Funds-PineBridge Japan Equity Fund Class Y Japan Large-Cap Blend Equity No Yes 1.34
PineBridge Global Funds-PineBridge Japan Equity Fund Class A Japan Large-Cap Blend Equity No Yes 2.17
Schroder International Selection Fund Asian Opportunities C Accumulation EUR Asia ex-Japan Equity No Yes 1.06
HSBC Global Investment Funds - ASEAN Equity IC ASEAN Equity No Yes 1.00
Schroder International Selection Fund US Small & Mid-Cap Equity C Accumulation EUR US Mid-Cap Equity No Yes 1.13
Schroder International Selection Fund Global Equity Alpha A Accumulation EUR Global Large-Cap Blend Equity No Yes 1.83
Schroder International Selection Fund Global Equity Alpha A1 Accumulation EUR Global Large-Cap Blend Equity No Yes 2.33
Schroder International Selection Fund Global Bond I Accumulation USD Hedged Global Diversified Bond - USD Hedged No 0.11
Templeton Asian Bond Fund A(Mdis)USD Asia Bond - Local Currency No Yes 1.46
MFS Meridian Funds - European Research Fund I1 USD Europe Large-Cap Blend Equity No No 0.88
GAM Star Fund plc - GAM Star Global Equity Ordinary USD Inc Global Large-Cap Blend Equity No Yes 1.91
Neuberger Berman US Real Estate Securities Fund USD I Accumulating Class Class Property - Indirect North America No Yes 0.99
Templeton Japan Fund A(acc)USD Japan Large-Cap Blend Equity No Yes 1.84
Neuberger Berman US Real Estate Securities Fund EUR I Accumulating Class - Hedged Property - Indirect Other No Yes 0.97
PIMCO GIS Global Investment Grade Credit Fund E Class EUR (Hedged) Accumulation Global Corporate Bond - EUR Hedged No 1.39
Schroder International Selection Fund Global Energy C Accumulation USD Sector Equity Energy No No 1.30
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