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 Global Smaller Companies Fund A(acc)USD Global Small/Mid-Cap Equity No Yes 1.87
JPMorgan Funds - Europe Dynamic Fund A (dist) - EUR Europe Large-Cap Blend Equity No No 1.78
Fidelity Funds - Switzerland Fund A-DIST-CHF Switzerland Equity No Yes 1.93
Schroder International Selection Fund European Value A Accumulation EUR Europe Flex-Cap Equity No No 1.84
BlackRock Global Funds - World Energy Fund A2 Sector Equity Energy No No 2.05
Fidelity Funds - US High Yield Fund A-DIST-USD USD High Yield Bond No 1.39
Templeton Global Balanced Fund A(acc)USD USD Moderate Allocation No No 1.64
Templeton Growth (Euro) Fund A(acc)EUR Global Large-Cap Blend Equity No No 1.79
JPMorgan Funds - Asia Pacific Income Fund A (dist) - USD Asia Allocation No No 1.76
Schroder International Selection Fund Swiss Small & Mid Cap Equity A Accumulation CHF Switzerland Small/Mid-Cap Equity No Yes 1.83
abrdn SICAV I – Emerging Markets Bond Fund Class A Acc USD Global Emerging Markets Bond No 1.69
FTGF Royce US Small Cap Opportunity Fund Class A US$ Distributing (A) US Small-Cap Equity No No 1.96
FTGF ClearBridge US Value Fund Class A US$ Distributing (A) US Large-Cap Value Equity No No 1.81
Barings International Umbrella Fund - Barings ASEAN Frontiers Fund Class A USD Inc ASEAN Equity No No 1.70
Franklin Biotechnology Discovery Fund A(acc)USD Sector Equity Biotechnology No Yes 1.79
JPMorgan Funds - America Equity Fund A (dist) - USD US Large-Cap Blend Equity No No 1.69
Ninety One Global Strategy Fund - Global Strategic Equity Fund A Inc USD Global Large-Cap Blend Equity No No 1.88
Morgan Stanley Investment Funds NextGen Emerging Markets Fund A Other Equity No 1.89
Natixis International Funds (Dublin) I - Loomis Sayles Multisector Income Fund R/D (USD) USD Flexible Bond No 1.50
Barings International Umbrella Fund - Barings ASEAN Frontiers Fund Class A EUR Inc ASEAN Equity No No 1.70
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