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 - Strategic Bond Fund Y-Acc-EUR (hedged) Global Flexible Bond - EUR Hedged No 0.77
Templeton China Fund Z(acc)USD China Equity No Yes 1.96
Fidelity Funds - Strategic Bond Fund A-EUR (hedged) Global Flexible Bond - EUR Hedged No 1.42
Franklin DynaTech Fund A US Large-Cap Growth Equity No Yes 0.96
Franklin India Fund Z(acc)USD India Equity No No 1.32
AB FCP I - Short Duration Bond Portfolio AT CAD H Other Bond No No 1.19
Barings Emerging Markets Umbrella Fund - Barings Global Emerging Markets Fund Class I EUR Acc Global Emerging Markets Equity No Yes 1.01
Fidelity Funds - Strategic Bond Fund A-Acc-USD Global Flexible Bond No 1.42
Franklin Technology Fund Z (Acc) USD Sector Equity Technology No Yes 1.20
Allianz Global Investors Fund - Allianz Global Metals and Mining AT EUR Sector Equity Natural Resources No No 1.85
Fuh Hwa Emerging Market Short-term Income Fund Global Emerging Markets Bond No No 1.15
Franklin Technology Fund I (Acc) USD Sector Equity Technology No Yes 0.85
Neuberger Berman US Small Cap Fund Class USD Instl Accumulating US Small-Cap Equity No No 0.98
BlackRock Global Funds - Global Equity Income Fund A2 EUR Hedged Other Equity No No 1.82
Neuberger Berman US Small Cap Fund Class EUR I Accumulatin - Hedged Other Equity No No 0.98
Jih Sun China Demand Dynamic Equity Fund China Equity No No 2.35
Cathay China Domestic Demand Growth Fund NTD China Equity No Yes 2.04
Invesco Funds - Invesco Global Equity Income Fund C Accumulation USD Global Equity Income No No 0.99
Invesco Funds - Invesco Global Equity Income Fund A Accumulation USD Global Equity Income No No 1.72
Capital Greater China Fund TWD Greater China Equity No No 2.47
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