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
BlackRock Global Funds - United Kingdom Fund A2 UK Large-Cap Equity No No 1.83
Natixis International Funds (Lux) I - DNCA Emerging Europe Equity Fund R/A (USD) Other Equity No No 1.75
Natixis International Funds (Lux) I - Natixis Pacific Rim Equity Fund R/A (USD) Pacific ex-Japan Equity No Yes 1.85
Fidelity Funds - America Fund A-DIST US Large-Cap Value Equity No No 1.89
Fidelity Funds - Euro 50 Index Fund A-DIST-EUR Eurozone Large-Cap Equity No No 0.30
Fidelity Funds - Global Multi Asset Dynamic Fund A-DIST-USD USD Aggressive Allocation No No 1.72
Fidelity Funds - European Growth Fund A-DIST-EUR Europe Large-Cap Blend Equity No No 1.89
Fidelity Funds - Asian Special Situations Fund A-DIST-USD Asia ex-Japan Equity No Yes 1.93
HSBC Global Investment Funds - Global Emerging Markets Equity AD Global Emerging Markets Equity No Yes 1.89
HSBC Global Investment Funds - Chinese Equity AD China Equity No Yes 1.89
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
Schroder International Selection Fund Greater China A Accumulation USD Greater China Equity No Yes 1.84
BlackRock Global Funds - World Healthscience Fund A2 Sector Equity Healthcare No Yes 1.81
Templeton European Opportunities Fund A(acc)EUR Europe Flex-Cap Equity No Yes 1.86
Templeton Latin America Fund A(Ydis)USD Latin America Equity No No 2.26
BlackRock Global Funds - US Mid-Cap Value Fund A2 US Mid-Cap Equity No No 1.83
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
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