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 Smaller Companies A Distribution USD AV Global Small/Mid-Cap Equity No No 1.84
Franklin Mutual Global Discovery Fund N(acc)USD Global Large-Cap Value Equity No No 2.57
Franklin Japan Fund I(acc)EUR Japan Large-Cap Blend Equity No Yes 0.93
Schroder Alternative Solutions Commodity Fund I Accumulation USD Commodities - Broad Basket No No 0.10
Franklin Mutual Global Discovery Fund C(acc)USD Global Large-Cap Value Equity No No 2.40
Franklin Japan Fund I(acc)USD Japan Large-Cap Blend Equity No Yes 0.93
Capital Group Euro Bond Fund (LUX) C EUR Diversified Bond No No 0.10
Eastspring Investments - US High Investment Grade Bond Fund - AS USD Corporate Bond No 1.00
Franklin Mutual Global Discovery Fund I(acc)EUR Global Large-Cap Value Equity No No 0.96
Schroder International Selection Fund Global Smaller Companies I Accumulation USD Global Small/Mid-Cap Equity No No 0.06
Templeton Global Fund C(acc)USD Global Large-Cap Blend Equity No No 2.39
Franklin Mutual Global Discovery Fund A(acc)USD Global Large-Cap Value Equity No No 1.82
Templeton Asian Bond Fund N(acc)USD Asia Bond - Local Currency No Yes 2.16
Schroder International Selection Fund Global Equity Yield C Accumulation EUR Global Equity Income No No 1.06
Schroder International Selection Fund Emerging Asia A Accumulation EUR Asia ex-Japan Equity No Yes 1.84
Templeton Asian Bond Fund A(acc)USD Asia Bond - Local Currency No Yes 1.46
Franklin Mutual European Fund A(Ydis)EUR Europe Large-Cap Value Equity No No 1.82
Pictet-CHF Bonds P dy CHF Bond No Yes 0.63
Templeton Asian Bond Fund N(acc)EUR Asia Bond - Local Currency No Yes 2.16
Fidelity Funds - Asia Pacific Dividend Fund A-DIST-USD Asia-Pacific ex-Japan Equity Income No Yes 1.95
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