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 Global Disruption C Accumulation USD Global Large-Cap Growth Equity No Yes 1.04
Allianz Global Investors Fund - Allianz Thematica AT USD Global Flex-Cap Equity No No 1.95
AB SICAV I - Low Volatility Equity Portfolio ED USD Inc Global Large-Cap Blend Equity No No 2.69
AB - Low Volatility Total Return Equity Portfolio A USD Equity Market Neutral USD No No 1.87
AB - Low Volatility Total Return Equity Portfolio AD USD Equity Market Neutral USD No No 1.87
AB - Low Volatility Total Return Equity Portfolio S USD Equity Market Neutral USD No No 0.15
AB - Low Volatility Total Return Equity Portfolio S1 USD Equity Market Neutral USD No No 0.65
MFS Meridian Funds - Global Intrinsic Value Fund A1 USD Global Large-Cap Growth Equity No Yes 1.85
MFS Meridian Funds - Global Intrinsic Value Fund A1 EUR Global Large-Cap Growth Equity No Yes 1.85
MFS Meridian Funds - Global Intrinsic Value Fund AH1 EUR Other Equity No Yes 1.85
MFS Meridian Funds - Global Intrinsic Value Fund I1 USD Global Large-Cap Growth Equity No Yes 0.75
MFS Meridian Funds - Global Intrinsic Value Fund I1 EUR Global Large-Cap Growth Equity No Yes 0.75
MFS Meridian Funds - Global Intrinsic Value Fund IH1 EUR Other Equity No Yes 0.75
BlackRock Global Funds - World Healthscience Fund I2 Sector Equity Healthcare No Yes 0.80
PGIM Jennison Global Equity Opportunities Fund USD T Accumulation Global Large-Cap Growth Equity No Yes 1.93
T. Rowe Price Funds SICAV - US Aggregate Bond Fund Q USD USD Diversified Bond No 0.45
Amundi Funds - US Bond I2 USD (C) USD Diversified Bond No 0.56
Amundi Funds - US Bond A2 USD (C) USD Diversified Bond No 1.33
Amundi Funds - Strategic Income A USD (C) USD Flexible Bond No 1.90
Amundi Funds - Emerging Markets Local Currency Bond A USD (C) Global Emerging Markets Bond - Local Currency No 1.78
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