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
UBAM - Medium Term US Corporate Bond RC USD USD Corporate Bond No No 1.64
T. Rowe Price Funds SICAV - Global Focused Growth Equity Fund I Global Large-Cap Growth Equity No Yes 0.81
Schroder International Selection Fund US Dollar Bond I Accumulation USD USD Diversified Bond No 0.05
MFS Meridian Funds - U.S. Total Return Bond Fund A2 USD USD Diversified Bond No 1.19
MFS Meridian Funds - Global Research Focused Fund C1 USD Global Large-Cap Blend Equity No Yes 2.60
AB - Global Real Estate Securities Portfolio I Acc Property - Indirect Global No Yes 1.05
Eurizon Fund - Bond JPY LTE Class Unit R EUR Accumulation JPY Bond No 0.49
MFS Meridian Funds - Limited Maturity Fund C1 USD USD Corporate Bond - Short Term No 2.24
BlackRock Global Funds - European Value Fund A4 EUR Europe Large-Cap Value Equity No Yes 1.81
BlackRock Global Funds - World Gold Fund C2 Sector Equity Precious Metals No No 3.33
Franklin Mutual European Fund I(acc)EUR Europe Large-Cap Value Equity No No 0.88
Templeton Global Fund I(acc)USD Global Large-Cap Blend Equity No Yes 0.85
MFS Meridian Funds - Inflation Adjusted Bond Fund A1 USD USD Inflation-Linked Bond No 0.98
MFS Meridian Funds - Global Research Focused Fund A1 USD Global Large-Cap Blend Equity No Yes 1.85
MFS Meridian Funds - Limited Maturity Fund C2 USD USD Corporate Bond - Short Term No 2.24
MFS Meridian Funds - U.S. Total Return Bond Fund C1 USD USD Diversified Bond No 2.19
Schroder International Selection Fund Japanese Equity I Accumulation JPY Japan Large-Cap Blend Equity No Yes 0.06
BlackRock Global Funds - European Value Fund A2 Europe Large-Cap Value Equity No Yes 1.81
MFS Meridian Funds - Inflation Adjusted Bond Fund C2 USD USD Inflation-Linked Bond No 2.08
Janus Henderson Capital Funds plc - Global Real Estate Equity Income Fund Class A2 HEUR Property - Indirect Other No Yes 2.17
© Copyright 2025 Morningstar Asia Ltd. All rights reserved.

Terms of Use        Privacy Policy         Disclosures