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
Templeton Global Fund I(acc)USD Global Large-Cap Blend Equity No No 0.85
HSBC Global Investment Funds - Economic Scale US Equity AC US Large-Cap Value Equity No No 0.95
BlackRock Global Funds - European Value Fund A2 Europe Large-Cap Value Equity No Yes 1.81
PineBridge Asia ex Japan Equity Fund A Asia ex-Japan Equity No Yes 1.98
Pictet-CHF Bonds I CHF Bond No Yes 0.41
Schroder International Selection Fund Global Inflation Linked Bond C Accumulation USD Hedged Global Inflation-Linked Bond - USD Hedged No No 0.54
HSBC Global Investment Funds - Indian Equity IC India Equity No No 1.05
CT (Lux) - Emerging Market Corporate Bonds Class AUP (USD Distribution Shares) Global Emerging Markets Corporate Bond No No 1.55
AB - Emerging Markets Growth Portfolio C Acc Global Emerging Markets Equity No Yes 0.45
Templeton Euroland Fund I (Acc) EUR Eurozone Large-Cap Equity No No 0.85
Schroder International Selection Fund Global Bond I Accumulation USD Global Diversified Bond No 0.09
Templeton European Opportunities Fund I(acc)EUR Europe Flex-Cap Equity No No 0.97
Franklin U.S. Opportunities Fund I(acc)USD US Large-Cap Growth Equity No Yes 0.85
Pictet-CHF Bonds P CHF Bond No Yes 0.63
Schroder International Selection Fund US Small & Mid-Cap Equity C Accumulation USD US Mid-Cap Equity No Yes 1.14
Schroder International Selection Fund US Small & Mid-Cap Equity C Distribution USD US Mid-Cap Equity No Yes 1.14
Schroder International Selection Fund Global Equity I Accumulation USD Global Large-Cap Blend Equity No Yes 0.05
BlackRock Global Funds - Global Allocation Fund A2 EUR Hedged EUR Moderate Allocation - Global No No 1.77
Franklin U.S. Government Fund I(Mdis)USD USD Government Bond No Yes 0.55
Franklin U.S. Government Fund C(acc)USD USD Government Bond No Yes 1.79
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