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
Eastspring Investments - Asian Local Bond Fund - A Asia Bond - Local Currency No 1.30
Eastspring Investments - Asian Equity Income Fund - A Asia-Pacific ex-Japan Equity Income No No 1.80
abrdn SICAV I – Emerging Markets Bond Fund Class I Acc USD Global Emerging Markets Bond No 0.90
Janus Henderson Capital Funds plc - US Small-Mid Cap Value Fund Class I2 HEUR Other Equity No No 1.07
HSBC Global Investment Funds - Russia Equity IC Other Equity No No 0.30
Fidelity Funds - Australian Diversified Equity Fund Y-Acc-AUD Australia & New Zealand Equity No No 1.07
Allianz Global Investors Global Agricultural Trends Fund Sector Equity Agriculture No Yes 2.05
Fidelity Funds - ASEAN Fund Y-Acc-USD ASEAN Equity No Yes 1.10
HSBC Global Investment Funds - Russia Equity AD Other Equity No No 0.40
HSBC Global Investment Funds - Europe Value IC Europe Large-Cap Value Equity No No 1.00
Schroder International Selection Fund Japanese Opportunities C Accumulation JPY Japan Flex-Cap Equity No No 1.31
Invesco Funds - Invesco Pan European Equity Fund A Annual Distribution USD Europe Large-Cap Value Equity No No 1.97
Schroder International Selection Fund Japanese Opportunities I Accumulation JPY Japan Flex-Cap Equity No No 0.08
BlackRock Global Funds - Systematic Global Equity High Income Fund D2 USD Global Equity Income No No 0.91
Fidelity Funds - Asian High Yield Fund Y-Acc-USD Asia High Yield Bond No No 0.90
HSBC Global Investment Funds - BRIC Markets Equity IC Other Equity No No 1.00
FTGF ClearBridge US Value Fund Premier Class US$ Accumulating US Large-Cap Value Equity No No 0.78
PGIM Global Consumer Trends Fund Sector Equity Consumer Goods & Services No Yes 2.30
Fidelity Funds - Japan Value Fund Y-Acc-JPY Japan Large-Cap Blend Equity No No 1.07
JPMorgan Investment Funds - Global High Yield Bond Fund C (acc) - USD USD High Yield Bond No 0.60
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