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 - America Fund A-DIST-EUR US Large-Cap Value Equity No No 1.89
Barings Europe Select Trust - Class A EUR Inc Europe ex-UK Small/Mid-Cap Equity No Yes 1.56
Barings International Umbrella Fund - Barings Hong Kong China Fund Class A USD Inc China Equity No No 1.70
GAM Star Fund plc - GAM Star Japan Leaders JPY Acc Japan Large-Cap Equity No Yes 1.65
JPMorgan Funds - Global Growth Fund A (dist) - USD Global Large-Cap Growth Equity No Yes 1.79
Barings Emerging Markets Umbrella Fund - Barings Latin America Fund Class A USD Inc Latin America Equity No No 1.70
BlackRock Global Funds - US Mid-Cap Value Fund A2 US Mid-Cap Equity No No 1.83
JPMorgan Funds - China Fund A (dist) - USD China Equity No Yes 1.72
Barings International Umbrella Fund - Barings Hong Kong China Fund Class A EUR Inc China Equity No No 1.70
Fidelity Funds - China Focus Fund A-DIST-USD China Equity No No 1.91
Barings Emerging Markets Umbrella Fund - Barings Latin America Fund Class A EUR Inc Latin America Equity No No 1.70
GAM Star Fund plc - GAM Star Japan Leaders EUR Acc Japan Large-Cap Equity No Yes 1.65
Franklin U.S. Dollar Short-Term Money Market Fund A(acc)USD USD Money Market - Short Term No Yes 0.25
JPMorgan Funds - Latin America Equity Fund A (dist) - USD Latin America Equity No No 1.81
Barings Emerging Markets Umbrella Fund - Barings Global Emerging Markets Fund Class A Inc Global Emerging Markets Equity No Yes 1.95
JPMorgan Funds - Emerging Markets Equity Fund A (dist) - USD Global Emerging Markets Equity No Yes 1.71
Franklin Technology Fund A (Acc) USD Sector Equity Technology No Yes 1.81
Barings Emerging Markets Umbrella Fund - Barings Global Emerging Markets Fund Class A GBP Inc Global Emerging Markets Equity No Yes 1.95
Fidelity Funds - India Focus Fund A-USD India Equity No No 1.89
Fidelity Funds - India Focus Fund A-EUR India Equity No No 1.89
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