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
HSBC Global Investment Funds - Global Emerging Markets Equity AD Global Emerging Markets Equity No Yes 1.89
HSBC Global Investment Funds - Asia ex Japan Equity AC Asia ex-Japan Equity No Yes 1.84
HSBC Global Investment Funds - Chinese Equity AD China Equity No Yes 1.89
HSBC Global Investment Funds - Asia ex Japan Equity AD Asia ex-Japan Equity No Yes 1.84
BlackRock Global Funds - European Special Situations Fund A2 Europe Large-Cap Growth Equity No Yes 1.82
Schroder International Selection Fund Emerging Markets Debt Total Return A Acc EUR Hedged Other Bond No 1.90
HSBC Global Investment Funds - Chinese Equity AC China Equity No Yes 1.89
Templeton European Small-Mid Cap Fund A(acc)EUR Europe Small-Cap Equity No Yes 1.91
BlackRock Global Funds - World Healthscience Fund A2 Sector Equity Healthcare No Yes 1.80
Fidelity Funds - European Larger Companies Fund A-DIST-EUR Europe Large-Cap Blend Equity No No 1.93
Templeton Asian Growth Fund A(Ydis)USD Asia ex-Japan Equity No Yes 2.16
Templeton Latin America Fund A(Ydis)USD Latin America Equity No No 2.24
BlackRock Global Funds - US Mid-Cap Value Fund A2 US Mid-Cap Equity No No 1.79
JPMorgan Funds - China Fund A (dist) - USD China Equity No Yes 1.73
Fidelity Funds - China Focus Fund A-DIST-USD China Equity No No 1.91
PIMCO GIS Total Return Bond Fund Institutional USD Accumulation USD Diversified Bond No Yes 0.50
JPMorgan Funds - Latin America Equity Fund A (dist) - USD Latin America Equity No No 1.80
JPMorgan Funds - Emerging Markets Equity Fund A (dist) - USD Global Emerging Markets Equity No Yes 1.72
Franklin Technology Fund A (Acc) USD Sector Equity Technology No Yes 1.78
PIMCO GIS Total Return Bond Fund Institutional EUR (Hedged) Accumulation Other Bond No Yes 0.50
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