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 China Fund A(acc)USD China Equity No Yes 2.46
Schroder International Selection Fund Emerging Europe A Accumulation EUR Other Equity No No 1.97
Schroder International Selection Fund Emerging Markets Debt Total Return A Distribution USD QF Global Emerging Markets Bond - Local Currency No 1.87
Templeton Eastern Europe Fund A(acc)EUR Other Equity No No 2.52
BlackRock Global Funds - Emerging Markets Fund A2 Global Emerging Markets Equity No No 1.89
Invesco Funds - Invesco Pan European Small Cap Equity Fund A Accumulation EUR Europe Small-Cap Equity No Yes 2.05
Franklin Mutual U.S. Value Fund A(acc)USD US Large-Cap Value Equity No No 1.84
Templeton Latin America Fund A(acc)USD Latin America Equity No No 2.26
BlackRock Global Funds - World Technology Fund A2 Sector Equity Technology No Yes 1.80
Templeton Emerging Markets Fund A(acc)USD Global Emerging Markets Equity No Yes 1.99
Schroder International Selection Fund Emerging Markets A Distribution USD AV Global Emerging Markets Equity No Yes 1.86
Schroder International Selection Fund Emerging Markets A Accumulation USD Global Emerging Markets Equity No Yes 1.86
Schroder International Selection Fund Emerging Markets Debt Total Return A Accumulation USD Global Emerging Markets Bond - Local Currency No 1.87
abrdn SICAV I - Emerging Markets Equity Fund A Acc USD Global Emerging Markets Equity No Yes 1.94
Natixis International Funds (Lux) I - Natixis Asia Equity Fund R/A (USD) Asia ex-Japan Equity No Yes 1.75
Fidelity Funds - Emerging Markets Fund A-DIST-USD Global Emerging Markets Equity No Yes 1.92
Franklin U.S. Dollar Short-Term Money Market Fund A(Mdis)USD USD Money Market - Short Term No Yes 0.25
Schroder International Selection Fund Emerging Markets Debt Total Return C Accumulation USD Global Emerging Markets Bond - Local Currency No 1.22
Schroder International Selection Fund Asian Bond Total Return A Distribution USD MF Asia Bond No No 1.37
Janus Henderson Horizon Euroland Fund A2 EUR Eurozone Large-Cap Equity No No 1.87
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