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
MFS Meridian Funds - European Value Fund AH1 USD Other Equity No No 1.93
MFS Meridian Funds - European Value Fund IH1 USD Other Equity No No 0.94
Schroder International Selection Fund Asian Dividend Maximiser C Accumulation USD Asia-Pacific ex-Japan Equity Income No Yes 1.08
abrdn SICAV I - Emerging Markets Equity Fund G Acc USD Global Emerging Markets Equity No Yes 1.15
Janus Henderson Capital Funds plc - Balanced Fund Class A2 HAUD Other Allocation No Yes 1.89
Janus Henderson Capital Funds plc - Balanced Fund Class A5m USD USD Moderate Allocation No Yes 1.88
Schroder International Selection Fund Asian Dividend Maximiser A Distribution USD MF Asia-Pacific ex-Japan Equity Income No Yes 1.87
Schroder International Selection Fund Asian Dividend Maximiser A Accumulation USD Asia-Pacific ex-Japan Equity Income No Yes 1.87
Janus Henderson Capital Funds plc - Balanced Fund Class A5m HEUR EUR Moderate Allocation - Global No Yes 1.89
GAM Star Fund plc - GAM Star Japan Leaders Class Institutional USD Accumulation Japan Large-Cap Equity No Yes 1.11
Barings Europe Select Trust - Class A USD Acc Europe ex-UK Small/Mid-Cap Equity No Yes 1.56
Janus Henderson Capital Funds plc - Balanced Fund Class A5m HAUD Other Allocation No Yes 1.88
Janus Henderson Capital Funds plc - Balanced Fund Class A5m HCAD Other Allocation No Yes 1.88
JPMorgan Funds - China Fund I (dist) - USD China Equity No Yes 0.92
BlackRock Global Funds - European Special Situations Fund A2 USD Hedged Other Equity No Yes 1.82
AB SICAV I - Low Volatility Equity Portfolio AD USD Inc Global Large-Cap Blend Equity No No 1.69
AB SICAV I - Low Volatility Equity Portfolio AD AUD H Inc Other Equity No No 1.69
Eastspring Investments Quality Quantity Fund B TWD TWD Moderate Allocation No Yes 1.01
Ninety One Global Strategy Fund - Global Franchise Fund C Inc-2 USD Global Large-Cap Growth Equity No Yes 2.90
Ninety One Global Strategy Fund - Global Strategic Managed Fund C Inc-2 USD USD Moderate Allocation No Yes 2.70
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