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 Opportunities A Distribution JPY AV Japan Flex-Cap Equity No No 1.86
Janus Henderson Horizon Asian Dividend Income Fund A3q USD Asia-Pacific ex-Japan Equity Income No No 1.97
Schroder International Selection Fund Japanese Opportunities A Accumulation USD Japan Flex-Cap Equity No No 1.86
FTGF Western Asset Global Multi Strategy Fund Class A US$ Accumulating Global Flexible Bond No 1.40
FTGF ClearBridge US Value Fund Class A US$ Accumulating US Large-Cap Value Equity No No 1.80
Fidelity Funds - Asian High Yield Fund A-Acc-EUR Asia High Yield Bond No No 1.40
FTGF Royce US Small Cap Opportunity Fund Class A US$ Accumulating US Small-Cap Equity No No 1.96
Allianz Global Investors Fund - Allianz GEM Equity High Dividend AT EUR Global Emerging Markets Equity No No 2.30
Fidelity Funds - Emerging Europe, Middle East and Africa Fund A-EUR Other Equity No No 1.94
Templeton Global Bond Fund A(Mdis)GBP-H1 Global Flexible Bond - GBP Hedged No Yes 1.35
FTGF Western Asset Global High Yield Fund Class A US$ Accumulating Global High Yield Bond No 1.25
FTGF Western Asset Global Multi Strategy Fund Class A US$ Distributing (M) Global Flexible Bond No 1.41
Natixis International Funds (Dublin) I - Loomis Sayles Multisector Income Fund R/A (EUR) USD Flexible Bond No 1.50
Fidelity Funds - Emerging Europe, Middle East and Africa Fund A-USD Other Equity No No 1.94
Ninety One Global Strategy Fund - Asian Equity Fund A Acc USD Asia ex-Japan Equity No Yes 2.00
HSBC Global Investment Funds - Russia Equity AC Other Equity No No 0.40
Allianz Global Investors Fund - Allianz GEM Equity High Dividend AT USD Global Emerging Markets Equity No No 2.30
Templeton Global Bond Fund A(Mdis)EUR-H1 Global Flexible Bond - EUR Hedged No Yes 1.35
Templeton Frontier Markets Fund A(acc)EUR Global Frontier Markets Equity No 2.53
Templeton Frontier Markets Fund A(acc)USD Global Frontier Markets Equity No 2.53
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