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
T. Rowe Price Funds SICAV - US Large Cap Growth Equity Fund A USD US Large-Cap Growth Equity No Yes 1.59
Eurizon Fund - Equity China Smart Volatility Class Unit R EUR Accumulation China Equity No Yes 1.76
Amundi Funds - US Equity Research A USD (C) US Large-Cap Blend Equity No No 1.81
Amundi Funds - Strategic Income B USD (C) USD Flexible Bond No 2.28
Jupiter China Equity Fund C USD Acc China Equity No Yes 3.62
T. Rowe Price Funds SICAV - Emerging Markets Equity Fund A USD Global Emerging Markets Equity No Yes 2.07
Eurizon Fund - Bond High Yield Class Unit R EUR Accumulation Global High Yield Bond - EUR Hedged No 1.44
Franklin Mutual U.S. Value Fund A(acc)EUR US Large-Cap Value Equity No No 1.84
PineBridge Global Funds - Global Bond Fund Y Global Diversified Bond - USD Hedged No Yes 0.94
Schroder International Selection Fund Asian Bond Total Return I Accumulation USD Asia Bond No No 0.08
MFS Meridian Funds - U.S. Government Bond Fund C1 USD USD Government Bond No 2.08
Schroder International Selection Fund Emerging Markets I Accumulation USD Global Emerging Markets Equity No Yes 0.07
MFS Meridian Funds - U.S. Government Bond Fund A1 USD USD Government Bond No 0.98
Schroder International Selection Fund Asian Equity Yield A Distribution USD MF Asia-Pacific ex-Japan Equity Income No Yes 1.84
Templeton Emerging Markets Fund I(acc)USD Global Emerging Markets Equity No Yes 1.15
Templeton Eastern Europe Fund I(acc)EUR Other Equity No No 1.39
Schroder International Selection Fund Asian Equity Yield A1 Distribution USD M Asia-Pacific ex-Japan Equity Income No Yes 2.34
Schroder International Selection Fund Asian Equity Yield C Accumulation USD Asia-Pacific ex-Japan Equity Income No Yes 1.29
Schroder International Selection Fund Asian Equity Yield A Accumulation USD Asia-Pacific ex-Japan Equity Income No Yes 1.84
MFS Meridian Funds - U.S. Government Bond Fund C2 USD USD Government Bond No 2.08
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