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
UBAM - Global High Yield Solution RD USD Global High Yield Bond No Yes 1.03
Fuh-Hwa Global Balanced Fund USD TWD Moderate Allocation No Yes 1.75
Ninety One Global Strategy Fund - Global Quality Dividend Growth Fund C Inc 3 USD Hedged(Port-AC) Other Equity No Yes 3.00
Ninety One Global Strategy Fund - Global Quality Dividend Growth Fund C Acc USD Hedged (Port-AC) Other Equity No Yes 3.00
Ninety One Global Strategy Fund - Global Quality Dividend Growth Fund C Inc-3 USD Global Equity Income No Yes 2.90
BlackRock Global Funds - Euro-Markets Fund A2 Eurozone Large-Cap Equity No Yes 1.82
BlackRock Global Funds - Latin American Fund A2 Latin America Equity No No 2.08
Schroder International Selection Fund UK Equity A Accumulation GBP UK Flex-Cap Equity No Yes 1.45
Fidelity Funds - Iberia Fund A-DIST-EUR Spain Equity No No 1.94
FSSA Indian Subcontinent Fund Class I (Accumulation) USD India Equity No No 1.89
Schroder International Selection Fund EURO Equity A Accumulation EUR Eurozone Large-Cap Equity No Yes 1.83
Schroder International Selection Fund EURO Equity A Distribution EUR AV Eurozone Large-Cap Equity No Yes 1.83
Invesco Funds - Invesco Greater China Equity Fund A Accumulation USD Greater China Equity No Yes 2.03
Schroder International Selection Fund UK Equity C Accumulation GBP UK Flex-Cap Equity No Yes 0.90
Fidelity Funds - European Dynamic Growth Fund A-DIST-EUR Europe Large-Cap Growth Equity No Yes 1.89
MFS Meridian Funds - U.S. Concentrated Growth Fund A1 USD US Large-Cap Growth Equity No Yes 2.06
Janus Henderson Horizon Pan European Property Equities Fund A2 EUR Property - Indirect Europe No Yes 2.08
Schroder International Selection Fund Hong Kong Equity A Accumulation HKD Hong Kong Equity No Yes 1.83
JPMorgan Funds - Europe Dynamic Technologies Fund A (dist) - EUR Sector Equity Technology No Yes 1.74
JPMorgan Pacific Securities (acc) - USD Asia-Pacific Equity No Yes 1.62
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