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 Asian Opportunities A Distribution USD AV Asia ex-Japan Equity No Yes 1.86
CT (Lux) - American Class AU (USD Accumulation Shares) US Large-Cap Blend Equity No Yes 1.80
Franklin U.S. Dollar Short-Term Money Market Fund A(Mdis)USD USD Money Market - Short Term No Yes 0.25
BlackRock Global Funds - US Basic Value Fund A2 US Large-Cap Value Equity No No 1.81
JPMorgan Funds - US Small Cap Growth Fund A (dist) - USD US Small-Cap Equity No Yes 1.76
Fidelity Funds - European Smaller Companies Fund A-DIST-EUR Europe Small-Cap Equity No Yes 1.91
Schroder International Selection Fund Latin American A Accumulation USD Latin America Equity No No 1.88
Fidelity Funds - Germany Fund A-DIST-EUR Germany Equity No Yes 1.91
Janus Henderson Horizon Japan Opportunities Fund A2 USD Japan Large-Cap Equity No No 2.07
Fidelity Funds - Flexible Bond Fund A-DIST-GBP Global Flexible Bond - GBP Hedged No No 1.44
BlackRock Global Funds - World Mining Fund A2 Sector Equity Natural Resources No No 2.07
Franklin U.S. Opportunities Fund A(acc)USD US Large-Cap Growth Equity No Yes 1.80
Fidelity Funds - Global Thematic Opportunities Fund A-USD Global Large-Cap Growth Equity No No 1.90
Janus Henderson Horizon Emerging Markets ex-China Fund A2 USD Asia-Pacific ex-Japan Equity No Yes 2.15
Fidelity Funds - Thailand Fund A-DIST-USD Thailand Equity No No 1.95
Fidelity Funds - World Fund A-DIST-EUR Global Large-Cap Blend Equity No No 1.89
Schroder International Selection Fund Global Bond A Distribution USD AV Global Diversified Bond No 1.00
BlackRock Global Funds - World Gold Fund A2 Sector Equity Precious Metals No No 2.09
Templeton Global Smaller Companies Fund A(acc)USD Global Small/Mid-Cap Equity No Yes 1.85
BlackRock Global Funds - World Financials Fund A2 Sector Equity Financial Services No Yes 1.81
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