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
Eurizon Fund - Equity China Smart Volatility Class Unit R2 USD Accumulation China Equity No Yes 1.74
Schroder International Selection Fund Emerging Markets A Accumulation AUD Hedged Other Equity No Yes 1.89
JPMorgan Funds - US Aggregate Bond Fund A (mth) - USD USD Diversified Bond No 1.10
Eurizon Fund - Bond High Yield Class Unit RM2 USD Income Global High Yield Bond No 1.44
Eurizon Fund - Bond High Yield Class Unit RM EUR Income Global High Yield Bond - EUR Hedged No 1.44
PIMCO Funds: Global Investors Series plc Dynamic Bond Fund Class E / Income Global Flexible Bond - USD Hedged No Yes 1.80
PIMCO GIS Dynamic Bond Fund E Class Accumulation Global Flexible Bond - USD Hedged No Yes 1.80
Schroder International Selection Fund Emerging Markets Debt Total Return A1 Distribution AUDHdgMF Other Bond No 2.30
Franklin Templeton SinoAm Natural Res Eq Sector Equity Natural Resources No No 1.39
abrdn SICAV I - Future Minerals Fund I Acc USD Sector Equity Natural Resources No No 0.89
abrdn SICAV I - Future Minerals Fund A Acc USD Sector Equity Natural Resources No No 1.68
abrdn SICAV I - Latin American Equity Fund I Acc USD Latin America Equity No No 1.19
abrdn SICAV I - Latin American Equity Fund A Acc USD Latin America Equity No No 1.98
UPAMC Great China Small-Mid Cap Fund TWD Greater China Equity No No 2.08
Cathay Emerging Markets Fund TWD Global Emerging Markets Equity No Yes 1.97
BlackRock Global Funds - European Fund A2 USD Hedged Other Equity No Yes 1.82
FTGF Western Asset US Core Plus Bond Fund Premier Class US$ Accumulating USD Diversified Bond No 0.42
Schroder International Selection Fund Emerging Markets Debt Total Return C Dis EUR Hedged AV Other Bond No 1.24
Fidelity Funds - European Dividend Fund Y-Acc-EUR Europe Equity Income No No 1.08
Amundi Funds - US Bond B USD (C) USD Diversified Bond No 2.28
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