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 Latin American C Accumulation USD Latin America Equity No No 1.32
Schroder International Selection Fund EURO Corporate Bond A Accumulation EUR EUR Corporate Bond No No 1.04
Fidelity Funds - Italy Fund A-DIST-EUR Italy Equity No No 1.93
Fidelity Funds - Latin America Fund A-DIST-USD Latin America Equity No No 1.95
Fidelity Funds - Global Bond Fund A-DIST-USD Global Diversified Bond No Yes 1.05
Fidelity Funds - Global Thematic Opportunities Fund A-EUR Global Large-Cap Growth Equity No No 1.90
Fidelity Funds - Global Industrials Fund A-DIST-EUR Sector Equity Industrial Materials No No 1.93
BlackRock Global Funds - US Flexible Equity Fund A2 US Large-Cap Blend Equity No Yes 1.81
Fidelity Funds - US Dollar Bond Fund A-DIST-USD USD Diversified Bond No No 1.04
HSBC Global Investment Funds - Indian Equity AD India Equity No No 1.89
Fidelity Funds - Global Focus Fund A-DIST-USD Global Large-Cap Blend Equity No No 1.91
Janus Henderson Horizon Global Technology Leaders Fund A2 USD Sector Equity Technology No Yes 1.87
HSBC Global Investment Funds - Global Emerging Markets Bond PD Global Emerging Markets Bond No 1.34
HSBC Global Investment Funds - Indian Equity AC India Equity No No 1.89
HSBC Global Investment Funds - Asia ex Japan Equity AC Asia ex-Japan Equity No Yes 1.84
HSBC Global Investment Funds - Asia ex Japan Equity AD Asia ex-Japan Equity No Yes 1.84
Franklin European Total Return Fund A(acc)EUR EUR Diversified Bond No No 0.96
Franklin U.S. Low Duration Fund A(Mdis)USD USD Diversified Bond - Short Term No 0.70
FTGF Brandywine Global Fixed Income Fund Class A US$ Distributing (S) Global Government Bond - USD Hedged No 1.40
Fidelity Funds - Global Financial Services Fund A-DIST-GBP Sector Equity Financial Services No No 1.90
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