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
Amundi Funds - US Bond A2 USD MGI (D) USD Diversified Bond No 1.33
Amundi Funds - US Bond B USD MGI (D) USD Diversified Bond No 2.28
Barings Emerging Markets Umbrella Fund - Barings Global Emerging Markets Fund Class I Acc Global Emerging Markets Equity No Yes 1.00
FTGF Brandywine Global Fixed Income Fund Class A US$ Distributing (M) Global Government Bond - USD Hedged No 1.58
FTGF Brandywine Global Fixed Income Fund Premier Class US$ Accumulating Global Government Bond - USD Hedged No 0.84
Templeton China Fund Z(acc)USD China Equity No Yes 1.94
Franklin Mutual U.S. Mid Cap Value Fund A US Flex-Cap Equity No No 0.99
Franklin India Fund Z(acc)USD India Equity No No 1.31
Barings Emerging Markets Umbrella Fund - Barings Global Emerging Markets Fund Class I EUR Acc Global Emerging Markets Equity No Yes 1.00
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 1.84
Franklin Technology Fund I (Acc) USD Sector Equity Technology No Yes 0.85
HSBC Global Investment Funds - Asia Pacific ex Japan Equity High Dividend AM2 Asia-Pacific ex-Japan Equity Income No No 1.84
Neuberger Berman US Small Cap Fund USD Instl Accumulating Class US Small-Cap Equity No No 0.96
JPMorgan Funds - US Aggregate Bond Fund I (acc) - USD USD Diversified Bond No 0.56
Neuberger Berman US Small Cap Fund EUR I Accumulating Class - Hedged Other Equity No No 0.96
Fubon China Demand Dynamic Equity Fund China Equity No No 2.26
Cathay China Domestic Demand Growth Fund NTD China Equity No Yes 2.05
BlackRock Global Funds - Emerging Markets Equity Income Fund A2 USD Global Emerging Markets Equity No No 1.88
Invesco Funds - Invesco Global Equity Income Fund C Accumulation USD Global Equity Income No No 0.99
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