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 - European Multi Asset Income Fund A-DIST-EUR EUR Moderate Allocation No No 1.53
GAM Star Fund plc - GAM Star Japan Leaders GBP Acc Japan Large-Cap Equity No Yes 1.64
Schroder International Selection Fund Asian Bond Total Return A Accumulation USD Asia Bond No No 1.37
BlackRock Global Funds - United Kingdom Fund A2 UK Large-Cap Equity No No 1.83
Natixis International Funds (Lux) I - DNCA Emerging Europe Equity Fund R/A (USD) Other Equity No No 1.75
Natixis International Funds (Lux) I - Natixis Pacific Rim Equity Fund R/A (USD) Pacific ex-Japan Equity No Yes 1.85
Fidelity Funds - America Fund A-DIST US Large-Cap Value Equity No No 1.89
Fidelity Funds - Euro 50 Index Fund A-DIST-EUR Eurozone Large-Cap Equity No No 0.30
Robeco Emerging Markets Equities D € Global Emerging Markets Equity No Yes 1.76
Fidelity Funds - Asian Special Situations Fund A-DIST-USD Asia ex-Japan Equity No Yes 1.93
HSBC Global Investment Funds - Global Emerging Markets Equity AD Global Emerging Markets Equity No No 1.89
BlackRock Global Funds - European Special Situations Fund A2 Europe Large-Cap Growth Equity No Yes 1.82
Schroder International Selection Fund Emerging Markets Debt Total Return A Acc EUR Hedged Other Bond No 1.90
MFS Meridian Funds - European Value Fund A1 EUR Europe Large-Cap Blend Equity No No 1.92
Templeton European Small-Mid Cap Fund A(acc)EUR Europe Small-Cap Equity No Yes 1.89
BNY Mellon Global Bond Fund USD A Acc Global Government Bond No 1.16
BlackRock Global Funds - World Healthscience Fund A2 Sector Equity Healthcare No Yes 1.81
Templeton Emerging Markets Fund A(Ydis)USD Global Emerging Markets Equity No Yes 1.99
BNY Mellon Global Bond Fund EUR A Acc Global Government Bond No 1.16
Templeton Latin America Fund A(Ydis)USD Latin America Equity No No 2.26
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