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
Schroder International Selection Fund Emerging Asia A Accumulation USD Asia ex-Japan Equity No Yes 1.84
Barings German Growth Trust - Class A GBP Acc Germany Equity No No 1.57
Templeton Global Smaller Companies Fund A(Ydis)USD Global Small/Mid-Cap Equity No Yes 1.87
HSBC Global Investment Funds - Euroland Value AD Eurozone Large-Cap Equity No No 1.85
Natixis International Funds (Dublin) I - Loomis Sayles Global Opportunistic Bond Fund R/D (USD) Global Diversified Bond No Yes 1.50
Schroder International Selection Fund Global Corporate Bond A Accumulation EUR Hedged Global Corporate Bond - EUR Hedged No No 1.06
Capital Group Global Equity Fund (LUX) B Global Large-Cap Blend Equity No No 1.70
HSBC Global Investment Funds - Euroland Value AC Eurozone Large-Cap Equity No No 1.85
Schroder International Selection Fund QEP Global Active Value A Distribution USD AV Global Large-Cap Value Equity No No 1.59
Schroder International Selection Fund QEP Global Active Value A Accumulation USD Global Large-Cap Value Equity No No 1.59
BlackRock Global Funds - Emerging Markets Bond Fund A2 Global Emerging Markets Bond No 1.45
HSBC Global Investment Funds - Europe Value AD Europe Large-Cap Value Equity No No 1.85
JPMorgan Funds - US Growth Fund A (acc) - USD US Large-Cap Growth Equity No Yes 1.72
Schroder International Selection Fund Asian Smaller Companies A Accumulation USD Asia ex-Japan Small/Mid-Cap Equity No No 1.86
Schroder International Selection Fund BIC (Brazil India China) A Accumulation EUR Other Equity No No 1.86
Janus Henderson Horizon Asia-Pacific Property Income Fund A2 USD Property - Indirect Asia No Yes 1.95
Morgan Stanley Investment Funds - US Advantage Fund A US Large-Cap Growth Equity No Yes 1.64
FSSA ASEAN All Cap Fund Class I (Accumulation) USD ASEAN Equity No No 1.75
Morgan Stanley Investment Funds - US Advantage Fund I US Large-Cap Growth Equity No Yes 0.89
Eastspring Investments - US Investment Grade Bond Fund - C USD Corporate Bond No 0.50
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