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 - Global Equity Fund I1 USD Global Large-Cap Blend Equity No Yes 0.92
MFS Meridian Funds - European Value Fund A1 USD Europe Large-Cap Blend Equity No No 1.92
AB FCP I - Short Duration Bond Portfolio AT-DIST Global Diversified Bond - USD Hedged No No 1.19
Amundi Funds - Strategic Income A USD MGI (D) USD Flexible Bond No 1.93
Schroder International Selection Fund Global Equity Yield A1 Distribution USD M Global Equity Income No Yes 2.36
Schroder International Selection Fund Global Equity Yield C Accumulation USD Global Equity Income No Yes 1.06
JPMorgan Asia Equity High Income Fund (acc) - USD Asia-Pacific ex-Japan Equity Income No No 1.80
Schroder International Selection Fund Emerging Markets Debt Total Return I Accumulation USD Global Emerging Markets Bond - Local Currency No 0.08
MFS Meridian Funds - European Value Fund I1 EUR Europe Large-Cap Blend Equity No No 0.93
Schroder International Selection Fund Emerging Markets Debt Total Return A1 Distribution USD M Global Emerging Markets Bond - Local Currency No 2.27
MFS Meridian Funds - U.S. Government Bond Fund I1 USD USD Government Bond No 0.50
Schroder International Selection Fund Global Equity Yield C Distribution USD Q Global Equity Income No Yes 1.06
Schroder International Selection Fund Global Equity Yield A Distribution USD MF Global Equity Income No Yes 1.86
MFS Meridian Funds - Global Equity Fund I1 EUR Global Large-Cap Blend Equity No Yes 0.92
Schroder International Selection Fund Asian Bond Total Return A1 Distribution USD MF Asia Bond No No 1.77
Schroder International Selection Fund Emerging Markets Debt Total Return A1 Acc EUR Hedged Other Bond No 2.30
T. Rowe Price Funds SICAV - US Aggregate Bond Fund I USD USD Diversified Bond No 0.38
Schroder International Selection Fund Global Equity Yield A1 Accumulation USD Global Equity Income No Yes 2.36
Ninety One Global Strategy Fund - Global Strategic Managed Fund C Inc USD USD Moderate Allocation No Yes 2.70
PIMCO GIS Global Bond Fund E Class USD Income Global Diversified Bond - USD Hedged No 1.40
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