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 Asian Bond Total Return C Accumulation USD Asia Bond No No 0.92
BlackRock Global Funds - European Fund A2 Europe Large-Cap Growth Equity No Yes 1.81
BNP Paribas Funds Euro Bond Classic Distribution EUR Diversified Bond No No 1.14
AXA IM Equity Trust - AXA IM US Equity QI B (US$) US Large-Cap Blend Equity No Yes 1.44
JPMorgan Funds - US Aggregate Bond Fund A (dist) - USD USD Diversified Bond No 1.10
AXA IM Equity Trust - AXA IM Japan Equity B (Â¥) Japan Large-Cap Equity No Yes 1.49
MFS Meridian Funds - Global Equity Fund A1 EUR Global Large-Cap Blend Equity No Yes 1.91
UBS (Lux) Equity Fund - China Opportunity (USD) P-acc China Equity No Yes 2.42
JPMorgan Investment Funds - Global Macro Opportunities Fund A (acc) - EUR Macro Trading EUR No Yes 1.46
Concentra A EUR Germany Equity No Yes 1.80
Allianz Wachstum Europa A EUR Europe Large-Cap Growth Equity No Yes 2.26
BNP Paribas Funds Euro Bond Classic Capitalisation EUR Diversified Bond No No 1.14
Schroder International Selection Fund Emerging Markets C Accumulation USD Global Emerging Markets Equity No Yes 1.06
Schroder International Selection Fund Emerging Markets A1 Accumulation USD Global Emerging Markets Equity No Yes 2.36
Schroder International Selection Fund Emerging Markets Debt Total Return A1 Accumulation USD Global Emerging Markets Bond - Local Currency No 2.26
JPMorgan Investment Funds - Global Macro Opportunities Fund C (acc) - EUR Macro Trading EUR No Yes 0.76
Schroder International Selection Fund Asian Bond Total Return A1 Accumulation USD Asia Bond No No 1.77
Schroder International Selection Fund Emerging Europe A1 Accumulation EUR Other Equity No No 2.47
BlackRock Global Funds - Global Long-Horizon Equity Fund A2 Global Large-Cap Growth Equity No Yes 1.81
T. Rowe Price Funds SICAV - US Large Cap Growth Equity Fund I USD US Large-Cap Growth Equity No Yes 0.69
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