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
Schroder International Selection Fund Emerging Markets Debt Total Return C Acc EUR Hedged Other Bond No 1.25
Schroder International Selection Fund Strategic Bond A Accumulation USD Global Flexible Bond No 1.30
JPMorgan Funds - Latin America Equity Fund A (acc) - USD Latin America Equity No No 1.80
PineBridge Global Emerging Markets Focus Equity Fund A Global Emerging Markets Equity No Yes 1.97
BlackRock Global Funds - United Kingdom Fund A4 GBP UK Large-Cap Equity No No 1.83
Schroder International Selection Fund Global Equity Yield A Accumulation USD Global Equity Income No Yes 1.86
Janus Henderson Horizon Global Property Equities Fund A2 USD Property - Indirect Global No Yes 2.06
JPMorgan Funds - Emerging Markets Equity Fund A (acc) - USD Global Emerging Markets Equity No Yes 1.71
HSBC Global Investment Funds - ASEAN Equity AD ASEAN Equity No Yes 1.84
Schroder International Selection Fund Strategic Bond A Distribution USD MV Global Flexible Bond No 1.30
Templeton Latin America Fund I(acc)USD Latin America Equity No No 1.27
Schroder International Selection Fund Global Equity Yield A Accumulation EUR Global Equity Income No Yes 1.86
Schroder International Selection Fund China Opportunities A Accumulation USD China Equity No Yes 1.83
Schroder International Selection Fund Emerging Markets A Accumulation EUR Global Emerging Markets Equity No Yes 1.86
Franklin India Fund A(acc)USD India Equity No No 1.83
Franklin India Fund A(Ydis)GBP India Equity No No 1.83
PIMCO GIS Global Real Return Fund Institutional GBP (Hedged) Income Global Inflation-Linked Bond - GBP Hedged No Yes 0.50
PIMCO GIS Low Average Duration Fund Institutional GBP (Hedged) Income Other Bond No Yes 0.50
PIMCO GIS Total Return Bond Fund Institutional GBP (Hedged) Income Other Bond No Yes 0.50
Fidelity Funds - America Fund A-Acc-USD US Large-Cap Value Equity No No 1.89
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