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
Goldman Sachs Japan Equity (Former NN) - X Cap JPY Japan Large-Cap Blend Equity No No 2.10
AB - Eurozone Equity Portfolio AX Acc Eurozone Large-Cap Equity No No 1.83
UBAM - Medium Term US Corporate Bond AD USD USD Corporate Bond No No 0.94
Natixis International Funds (Lux) I - Harris Associates U.S. Value Equity Fund I/A (USD) US Large-Cap Value Equity No No 1.21
AB FCP I - Short Duration Bond Portfolio A2-ACCU Global Diversified Bond - USD Hedged No No 1.16
Pictet-EUR High Yield R EUR High Yield Bond No 1.88
MFS Meridian Funds - U.S. Value Fund A1 USD US Large-Cap Value Equity No No 1.92
AB - American Growth Portfolio A Acc US Large-Cap Growth Equity No Yes 1.73
Amundi Funds - US Short Term Bond B USD (C) USD Ultra Short-Term Bond No 1.70
Pictet-Asian Equities Ex Japan R USD Asia ex-Japan Equity No Yes 2.35
AB - India Growth Portfolio AX Acc India Equity No No 1.95
Janus Henderson Capital Funds plc - Global Real Estate Equity Income Fund Class A3q USD Property - Indirect Global No Yes 2.18
MFS Meridian Funds - Emerging Markets Debt Fund C1 USD Global Emerging Markets Bond No 2.53
DWS Invest European Equity High Conviction FC Europe Large-Cap Blend Equity No No 0.91
MFS Meridian Funds - Emerging Markets Debt Fund A1 USD Global Emerging Markets Bond No 1.53
Vontobel Fund - Global Equity Income B USD Global Equity Income No Yes 1.95
Pictet-USD Government Bonds R USD USD Government Bond No 0.79
Natixis International Funds (Lux) I - Harris Associates Global Equity Fund I/A (USD) Global Large-Cap Value Equity No Yes 1.11
Allianz Interglobal A EUR Global Large-Cap Growth Equity No Yes 2.04
Jupiter Merian North American Equity Fund (IRL) L USD Acc US Large-Cap Blend Equity No Yes 1.71
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