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 Japanese Equity A Accumulation JPY Japan Large-Cap Blend Equity No Yes 1.60
Schroder International Selection Fund Global Bond A Accumulation USD Global Diversified Bond No 0.98
Schroder International Selection Fund European Smaller Companies A Distribution EUR AV Europe Small-Cap Equity No Yes 1.86
BlackRock Global Funds - US Dollar Bond Fund A2 USD Diversified Bond No 1.05
Templeton Global Fund A(acc)USD Global Large-Cap Blend Equity No No 1.81
Schroder International Selection Fund US Dollar Bond A Accumulation USD USD Diversified Bond No 0.95
BlackRock Global Funds - Asian Dragon Fund A2 Asia ex-Japan Equity No No 1.83
BlackRock Global Funds - Global Allocation Fund A2 USD Moderate Allocation No No 1.77
Schroder International Selection Fund Asian Opportunities A Accumulation USD Asia ex-Japan Equity No Yes 1.86
Templeton Euroland Fund A (Acc) EUR Eurozone Large-Cap Equity No No 1.86
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
JPMorgan Funds - US Small Cap Growth Fund A (dist) - USD US Small-Cap Equity No Yes 1.77
Fidelity Funds - European Smaller Companies Fund A-DIST-EUR Europe Small-Cap Equity No Yes 1.91
Fidelity Funds - Germany Fund A-DIST-EUR Germany Equity No Yes 1.92
Janus Henderson Horizon Japan Opportunities Fund A2 USD Japan Large-Cap Blend Equity No Yes 2.07
Fidelity Funds - Flexible Bond Fund A-DIST-GBP Global Flexible Bond - GBP Hedged No No 1.45
BlackRock Global Funds - World Mining Fund A2 Sector Equity Natural Resources No No 2.06
Franklin U.S. Opportunities Fund A(acc)USD US Large-Cap Growth Equity No Yes 1.79
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