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
Invesco Funds - Invesco Asia Consumer Demand Fund A Semi-annual Distribution USD Sector Equity Consumer Goods & Services No Yes 2.08
Robeco BP US Premium Equities M $ US Large-Cap Value Equity No Yes 2.21
BlackRock Global Funds - US Mid-Cap Value Fund D2 US Mid-Cap Equity No No 1.05
Fidelity Funds - China Focus Fund Y-Acc-USD China Equity No No 1.06
Invesco Funds - Invesco Asia Consumer Demand Fund A Accumulation USD Sector Equity Consumer Goods & Services No Yes 2.08
Invesco Funds - Invesco Asia Consumer Demand Fund C Accumulation USD Sector Equity Consumer Goods & Services No Yes 1.48
Fidelity Funds - Asian Special Situations Fund Y-Acc-USD Asia ex-Japan Equity No Yes 1.08
Schroder International Selection Fund Asian Total Return A1 Accumulation USD Asia-Pacific ex-Japan Equity No Yes 2.34
Schroder International Selection Fund Asian Bond Total Return A1 Distribution EUR Hedged MV Other Bond No No 1.79
Eurizon Fund - Bond High Yield Class Unit Z EUR Accumulation Global High Yield Bond - EUR Hedged No 0.43
PIMCO GIS Global Bond Ex-US Fund E Class USD Income Global Diversified Bond - USD Hedged No Yes 1.39
Fidelity Funds - Global Inflation-linked Bond Fund A-Acc-EUR (hedged) Global Inflation-Linked Bond - EUR Hedged No 0.71
Fidelity Funds - Global Inflation-linked Bond Fund Y-Acc-EUR (hedged) Global Inflation-Linked Bond - EUR Hedged No 0.51
Franklin Templeton SinoAm New World Fund TWD Other Equity No Yes 2.30
Manulife Global Fund - Healthcare Fund AA Sector Equity Healthcare No Yes 1.63
HSBC Global Investment Funds - Global Emerging Markets Equity IC Global Emerging Markets Equity No Yes 1.04
BlackRock Global Funds - China Fund D2 USD China Equity No Yes 1.08
BlackRock Global Funds - China Fund A2 USD China Equity No Yes 1.82
BlackRock Global Funds - US Flexible Equity Fund I2 US Large-Cap Blend Equity No Yes 0.79
BlackRock Global Funds - World Healthscience Fund D2 Sector Equity Healthcare No Yes 1.06
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