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
Templeton China Fund A(acc)USD China Equity No Yes 2.46
Schroder International Selection Fund Emerging Europe A Accumulation EUR Other Equity No No 1.97
Schroder International Selection Fund Emerging Markets Debt Total Return A Distribution USD QF Global Emerging Markets Bond - Local Currency No 1.87
Templeton Eastern Europe Fund A(acc)EUR Other Equity No No 2.52
BlackRock Global Funds - Emerging Markets Fund A2 Global Emerging Markets Equity No No 1.89
Franklin Mutual U.S. Value Fund A(acc)USD US Large-Cap Value Equity No No 1.84
Templeton Latin America Fund A(acc)USD Latin America Equity No No 2.26
BlackRock Global Funds - World Technology Fund A2 Sector Equity Technology No Yes 1.80
Schroder International Selection Fund Emerging Markets A Distribution USD AV Global Emerging Markets Equity No Yes 1.86
Schroder International Selection Fund Emerging Markets A Accumulation USD Global Emerging Markets Equity No Yes 1.86
Schroder International Selection Fund Emerging Markets Debt Total Return A Accumulation USD Global Emerging Markets Bond - Local Currency No 1.87
FSSA China Growth Fund Class I (Accumulation) USD China Equity No Yes 1.81
BlackRock Global Funds - Latin American Fund A2 Latin America Equity No No 2.08
Fidelity Funds - Emerging Markets Fund A-DIST-USD Global Emerging Markets Equity No Yes 1.92
Schroder International Selection Fund Emerging Markets Debt Total Return C Accumulation USD Global Emerging Markets Bond - Local Currency No 1.22
Schroder International Selection Fund Asian Bond Total Return A Distribution USD MF Asia Bond No 1.37
Janus Henderson Horizon Euroland Fund A2 EUR Eurozone Large-Cap Equity No No 1.87
Fidelity Funds - European Multi Asset Income Fund A-DIST-EUR EUR Moderate Allocation No 1.53
Schroder International Selection Fund Emerging Europe A Distribution EUR Other Equity No No 1.97
Schroder International Selection Fund Asian Bond Total Return A Accumulation USD Asia Bond No 1.37
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