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
Fidelity Funds - Emerging Europe, Middle East and Africa Fund Y-Acc-USD Other Equity No No 1.09
United Asia Pacific Infrastructure Fund Sector Equity Infrastructure No No 3.75
HSBC Global Investment Funds - Euroland Value IC Eurozone Large-Cap Equity No No 1.00
Templeton Frontier Markets Fund I(acc)USD Global Frontier Markets Equity No 1.45
Templeton Frontier Markets Fund A(Ydis)USD Global Frontier Markets Equity No 2.52
JPMorgan Investment Funds - Global High Yield Bond Fund A (mth) - USD USD High Yield Bond No 1.06
FTGF Western Asset Global Multi Strategy Fund Premier Class US$ Accumulating Global Flexible Bond No 0.56
Allianz Global Investors All Seasons Return Fund of Bond Funds-A-TWD Global Flexible Bond No 1.07
Yuanta Global Agribusiness Fund Sector Equity Agriculture No No 2.17
Fidelity Funds - US High Yield Fund Y-Acc-USD USD High Yield Bond No 0.89
Janus Henderson Horizon Asian Dividend Income Fund I2 USD Asia-Pacific ex-Japan Equity Income No No 1.00
JPM Emerging Markets Debt A (mth) - EUR (hedged) Global Emerging Markets Bond - EUR Hedged No 1.45
JPMorgan Investment Funds - Global High Yield Bond Fund A (acc) - USD USD High Yield Bond No 1.07
Schroder International Selection Fund Global Corporate Bond A1 Distribution USD MV Global Corporate Bond - USD Hedged No No 1.48
Barings Global Agriculture Fund - Class A EUR Acc Sector Equity Agriculture No No 1.70
FTGF Western Asset Global High Yield Fund Premier Class US$ Accumulating Global High Yield Bond No 0.60
FTGF Western Asset Global Multi Strategy Fund Premier Class US$ Distributing (M) Global Flexible Bond No 0.56
Barings Global Agriculture Fund - Class A USD Acc Sector Equity Agriculture No No 1.70
JPMorgan Investment Funds - Global Income Fund A (div) - EUR EUR Moderate Allocation - Global No No 1.40
JPMorgan Funds - Global Corporate Bond Fund A (acc) - USD Global Corporate Bond - USD Hedged No No 0.98
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