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 1.95
MFS Meridian Funds - European Value Fund IH1 USD Other Equity No No 0.96
Schroder International Selection Fund Asian Dividend Maximiser C Accumulation USD Asia-Pacific ex-Japan Equity Income No Yes 1.10
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 1.92
Schroder International Selection Fund Asian Dividend Maximiser A Accumulation USD Asia-Pacific ex-Japan Equity Income No Yes 1.92
Ninety One Global Strategy Fund - Global Managed Income Fund A Acc USD USD Cautious Allocation No Yes 1.60
Janus Henderson Capital Funds plc - Balanced Fund Class A5m HEUR EUR Moderate Allocation - Global No Yes 1.89
Barings Europe Select Trust - Class A USD Acc Europe ex-UK Small/Mid-Cap Equity No Yes 1.57
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
BlackRock Global Funds - Euro-Markets Fund A2 USD Hedged Other Equity No Yes 1.81
Fidelity Funds - European Larger Companies Fund Y-DIST-EUR Europe Large-Cap Blend Equity No No 1.08
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 1.81
AB SICAV I - Low Volatility Equity Portfolio AD USD Inc Global Large-Cap Blend Equity No Yes 1.67
AB SICAV I - Low Volatility Equity Portfolio AD AUD H Inc Other Equity No Yes 1.67
Goldman Sachs Eurozone Equity Income - X Dis(M) AUD (hedged i) Other Equity No No 2.32
Goldman Sachs Eurozone Equity Income - X Dis(M) EUR Eurozone Large-Cap Equity No No 2.30
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