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
Fidelity Funds - Global Financial Services Fund A-DIST-GBP Sector Equity Financial Services No No 1.91
Natixis International Funds (Lux) I - Harris Associates Global Equity Fund R/A (USD) Global Large-Cap Value Equity No Yes 2.20
Templeton European Opportunities Fund A(acc)EUR Europe Flex-Cap Equity No No 1.84
Franklin Japan Fund A(acc)JPY Japan Large-Cap Blend Equity No Yes 1.84
Templeton Global Fund A(Ydis)USD Global Large-Cap Blend Equity No No 1.81
PineBridge Global Funds - Europe Small Cap Equity Fund Y Europe Small-Cap Equity No Yes 1.68
Schroder International Selection Fund European Smaller Companies A Accumulation EUR Europe Small-Cap Equity No Yes 1.85
Ninety One Global Strategy Fund - Global Gold Fund A Inc USD Sector Equity Precious Metals No No 1.90
Schroder International Selection Fund Global Inflation Linked Bond A Accumulation EUR Global Inflation-Linked Bond - EUR Hedged No No 0.93
PIMCO GIS Global Investment Grade Credit Fund Institutional USD Income Global Corporate Bond - USD Hedged No No 0.49
Franklin Mutual European Fund A(acc)USD Europe Large-Cap Value Equity No No 1.82
Schroder International Selection Fund Emerging Asia A Accumulation USD Asia ex-Japan Equity No Yes 1.84
Franklin U.S. Dollar Short-Term Money Market Fund A(acc)USD USD Money Market - Short Term No Yes 0.25
JPMorgan Funds - US Technology Fund A (dist) - USD Sector Equity Technology No Yes 1.72
Fidelity Funds - Global Financial Services Fund A-DIST-EUR Sector Equity Financial Services No No 1.90
JPMorgan Funds - Europe Small Cap Fund A (dist) - EUR Europe Small-Cap Equity No Yes 1.76
Schroder International Selection Fund Global Inflation Linked Bond C Accumulation EUR Global Inflation-Linked Bond - EUR Hedged No No 0.51
Natixis International Funds (Dublin) I - Loomis Sayles Global Opportunistic Bond Fund R/D (USD) Global Diversified Bond No Yes 1.50
Franklin U.S. Low Duration Fund I(acc)USD USD Diversified Bond - Short Term No 0.44
UBS (Lux) Equity SICAV - USA Growth (USD) P-acc US Large-Cap Growth Equity No Yes 2.12
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