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 (acc) - USD USD Diversified Bond No 1.08
HSBC Global Investment Funds - Asia Pacific ex Japan Equity High Dividend AS Asia-Pacific ex-Japan Equity Income No No 1.85
BlackRock Global Funds - India Fund A2 USD India Equity No No 1.89
Templeton Asian Growth Fund I(acc)USD Asia ex-Japan Equity No Yes 1.16
MFS Meridian Funds - Global Equity Fund I1 USD Global Large-Cap Blend Equity No Yes 0.93
MFS Meridian Funds - European Value Fund A1 USD Europe Large-Cap Blend Equity No No 1.93
Amundi Funds - Strategic Income A USD MGI (D) USD Flexible Bond No 1.93
JPMorgan Asia Equity High Income Fund (acc) - USD Asia-Pacific ex-Japan Equity Income No Yes 1.68
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 0.94
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
MFS Meridian Funds - Global Equity Fund I1 EUR Global Large-Cap Blend Equity No Yes 0.93
Schroder International Selection Fund Asian Bond Total Return A1 Distribution USD MF Asia Bond No No 1.76
Janus Henderson Horizon Global Property Equities Fund I2 USD Property - Indirect Global No Yes 1.22
Schroder International Selection Fund Emerging Markets Debt Total Return A1 Acc EUR Hedged Other Bond No 2.30
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 Yes 1.39
Pictet-USD Short Mid-Term Bonds I USD Diversified Bond - Short Term No No 0.36
PIMCO GIS Global Real Return Fund E Class USD Income Global Inflation-Linked Bond - USD Hedged No Yes 1.39
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