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
JPMorgan Funds - US Aggregate Bond Fund A (dist) - USD USD Diversified Bond No 1.10
Schroder International Selection Fund EURO Equity C Accumulation EUR Eurozone Large-Cap Equity No Yes 1.03
Janus Henderson Capital Funds plc - Flexible Income Fund Class I2 HEUR Other Bond No 0.63
MFS Meridian Funds - Global Equity Fund A1 EUR Global Large-Cap Blend Equity No Yes 1.92
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
BNP Paribas Funds Euro Bond Classic Capitalisation EUR Diversified Bond No No 1.12
Schroder International Selection Fund Emerging Markets C Accumulation USD Global Emerging Markets Equity No Yes 1.06
Schroder International Selection Fund Italian Equity A1 Accumulation EUR Italy Equity No No 2.33
Schroder International Selection Fund Emerging Markets A1 Accumulation USD Global Emerging Markets Equity No Yes 2.36
Schroder International Selection Fund EURO Equity A1 Accumulation EUR Eurozone Large-Cap Equity No Yes 2.33
Schroder International Selection Fund Emerging Markets Debt Total Return A1 Accumulation USD Global Emerging Markets Bond - Local Currency No 2.26
Schroder International Selection Fund UK Equity A1 Accumulation GBP UK Flex-Cap Equity No Yes 1.94
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 1.76
BlackRock Global Funds - Global Long-Horizon Equity Fund A2 Global Large-Cap Growth Equity No Yes 1.80
Schroder International Selection Fund US Large Cap A1 Accumulation USD US Large-Cap Blend Equity No Yes 2.33
T. Rowe Price Funds SICAV - US Large Cap Growth Equity Fund I US Large-Cap Growth Equity No Yes 0.70
Robeco Capital Growth Funds - Robeco Emerging Markets Equities M EUR Global Emerging Markets Equity No Yes 2.26
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