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
Manulife Global Fund - Emerging Eastern Europe Fund AA Other Equity No No 1.86
Eastspring Investments - Global Technology Fund - A Sector Equity Technology No Yes 2.00
PineBridge Global Funds - Global Focus Equity Fund A Global Large-Cap Blend Equity No Yes 1.92
Schroder International Selection Fund Global Smaller Companies A1 Accumulation USD Global Small/Mid-Cap Equity No No 2.34
JPMorgan Funds - America Equity Fund C (acc) - USD US Large-Cap Blend Equity No No 0.84
Schroder International Selection Fund Global Smaller Companies C Accumulation USD Global Small/Mid-Cap Equity No No 1.29
Franklin Global Real Estate Fund A(acc)USD Property - Indirect Global No Yes 1.89
Schroder International Selection Fund Global Smaller Companies A Accumulation USD Global Small/Mid-Cap Equity No No 1.84
Jupiter Merian North American Equity Fund (IRL) L EUR Acc US Large-Cap Blend Equity No No 1.65
Eastspring Investments - Asian Equity Fund - A Asia ex-Japan Equity No No 1.80
Templeton Asian Bond Fund I(acc)USD Asia Bond - Local Currency No Yes 0.87
Templeton Euroland Fund A (Ydis) EUR Eurozone Large-Cap Equity No Yes 1.87
Franklin Mutual Global Discovery Fund I(acc)USD Global Large-Cap Value Equity No No 0.97
Franklin Mutual Global Discovery Fund A(acc)EUR Global Large-Cap Value Equity No No 1.83
HSBC Global Investment Funds - Asia ex Japan Equity ID Asia ex-Japan Equity No Yes 1.00
Eastspring Investments - US High Investment Grade Bond Fund - C USD Corporate Bond No 0.50
Schroder International Selection Fund Global Smaller Companies I Accumulation USD Global Small/Mid-Cap Equity No No 0.06
GAM Star Fund plc - GAM Star European Equity Ordinary USD Accumulation Europe Large-Cap Growth Equity No No 1.48
Franklin Mutual Global Discovery Fund A(acc)USD Global Large-Cap Value Equity No No 1.83
Templeton Asian Bond Fund A(acc)USD Asia Bond - Local Currency No Yes 1.43
© Copyright 2024 Morningstar Asia Ltd. All rights reserved.

Terms of Use        Privacy Policy         Disclosures