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 Global Inflation Linked Bond A Accumulation USD Hedged Global Inflation-Linked Bond - USD Hedged No No 0.96
HSBC Global Investment Funds - Brazil Equity AC Brazil Equity No No 2.14
Schroder International Selection Fund US Small & Mid-Cap Equity A Accumulation USD US Mid-Cap Equity No Yes 1.84
Schroder International Selection Fund Global Equity A Accumulation USD Global Large-Cap Blend Equity No Yes 1.58
HSBC Global Investment Funds - Brazil Equity AD Brazil Equity No No 2.14
HSBC Global Investment Funds - ASEAN Equity AC ASEAN Equity No Yes 1.85
Schroder International Selection Fund US Small & Mid-Cap Equity A Distribution USD AV US Mid-Cap Equity No Yes 1.84
BlackRock Global Funds - World Mining Fund A4 GBP Sector Equity Natural Resources No No 2.06
JPMorgan Funds - Europe Small Cap Fund A (acc) - EUR Europe Small-Cap Equity No Yes 1.77
BlackRock Global Funds - Asian Dragon Fund A4 GBP Asia ex-Japan Equity No No 1.83
BlackRock Global Funds - European Value Fund A4 GBP Europe Large-Cap Value Equity No Yes 1.81
Schroder International Selection Fund Global Equity Yield A Accumulation USD Global Equity Income No No 1.86
Franklin Global Real Estate Fund A(Qdis)USD Property - Indirect Global No Yes 1.90
HSBC Global Investment Funds - ASEAN Equity AD ASEAN Equity No Yes 1.85
Schroder Alternative Solutions Commodity Fund A Accumulation USD Commodities - Broad Basket No No 1.92
Schroder International Selection Fund Global Equity Yield A Accumulation EUR Global Equity Income No No 1.86
Schroder Alternative Solutions Commodity Fund C Accumulation USD Commodities - Broad Basket No No 1.37
Natixis International Funds (Lux) I - Harris Associates Global Equity Fund R/A (EUR) Global Large-Cap Value Equity No Yes 2.20
Schroder International Selection Fund US Small & Mid-Cap Equity A Accumulation EUR US Mid-Cap Equity No Yes 1.84
Schroder International Selection Fund Asian Opportunities A Accumulation EUR Asia ex-Japan Equity No Yes 1.86
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