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 - Asian Dragon Fund D2 CHF Hedged Other Equity No No 1.04
JPMorgan Funds - China A-Share Opportunities Fund A (acc) - RMB China Equity - A Shares No No 1.75
BlackRock Global Funds - Asian Growth Leaders Fund D2 EUR Hedged Other Equity No Yes 1.06
BlackRock Global Funds - Asian Growth Leaders Fund A2 CHF Hedged Other Equity No Yes 1.81
DWS Invest Global Infrastructure USD LDMH (P) Other Equity No No 1.62
BlackRock Global Funds - Asian Dragon Fund A2 EUR Hedged Other Equity No No 1.79
United Global Healthcare Fund - Class USD Dist Sector Equity Healthcare No Yes 2.00
JPMorgan Funds - China A-Share Opportunities Fund A (acc) - USD China Equity - A Shares No No 1.72
BlackRock Global Funds - Asian Growth Leaders Fund A2 EUR Hedged Other Equity No Yes 1.81
Fidelity Funds - Asia Pacific Dividend Fund Y-DIST-USD Asia-Pacific ex-Japan Equity Income No Yes 1.10
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond AMg HKD Asia High Yield Bond No 1.55
Fidelity Funds - Global Multi Asset Income Fund A-MINCOME(G)-JPY (hedged) Other Allocation No No 1.75
Capital Group New Perspective Fund (LUX) Zh-EUR Other Equity No Yes 0.90
Fidelity Funds - US Dollar Bond Fund Y-DIST-USD USD Diversified Bond No 0.64
Fidelity Funds - Emerging Market Total Return Debt Fund A-Acc-USD Global Emerging Markets Bond No 1.65
Neuberger Berman Asia Responsible Transition Bond Fund USD A Accumulating Class Asia Bond No No 1.35
BlackRock Global Funds - Fixed Income Global Opportunities Fund D4 GBP Hedged Global Flexible Bond - GBP Hedged No 0.72
BlackRock Global Funds - Asian Dragon Fund A2 CHF Hedged Other Equity No No 1.80
Fidelity Funds - Flexible Bond Fund Y-Acc-GBP Global Flexible Bond - GBP Hedged No No 0.80
BlackRock Global Funds - Asian Growth Leaders Fund D2 CHF Hedged Other Equity No Yes 1.06
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