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
Industria A EUR Europe Large-Cap Blend Equity No No 1.65
Schroder International Selection Fund EURO Bond C Distribution EUR AV EUR Diversified Bond No 0.53
JPMorgan Investment Funds - Europe Select Equity Fund A (acc) - EUR Europe Large-Cap Blend Equity No No 1.72
UBS (Lux) Equity SICAV - US Opportunity (USD) P-acc US Large-Cap Blend Equity No Yes 1.74
AXA IM Equity Trust - AXA IM Global Equity QI B (US$) Global Large-Cap Blend Equity No Yes 1.50
JPMorgan Investment Funds - Global Select Equity Fund A (acc) - USD Global Large-Cap Blend Equity No No 1.74
Robeco Global Consumer Trends D EUR Global Large-Cap Growth Equity No Yes 1.71
UBS (Lux) Equity Fund - Small Cap USA (USD) P-acc US Small-Cap Equity No Yes 1.90
JPMorgan Funds - US Growth Fund A (dist) - USD US Large-Cap Growth Equity No Yes 1.75
Schroder International Selection Fund Italian Equity A1 Accumulation EUR Italy Equity No No 2.32
Schroder International Selection Fund EURO Corporate Bond C Accumulation EUR EUR Corporate Bond No No 0.64
HSBC Global Investment Funds - Global Bond AD Global Diversified Bond No 0.99
MFS Meridian Funds - U.S. Value Fund C1 USD US Large-Cap Value Equity No No 2.67
Schroder International Selection Fund Japanese Equity A1 Accumulation JPY Japan Large-Cap Equity No Yes 2.35
Schroder International Selection Fund Asian Opportunities A1 Accumulation USD Asia ex-Japan Equity No Yes 2.36
Schroder International Selection Fund EURO Bond A1 Accumulation EUR EUR Diversified Bond No 1.51
Schroder International Selection Fund US Dollar Bond A1 Accumulation USD USD Diversified Bond No 1.50
Schroder International Selection Fund EURO Short Term Bond A1 Accumulation EUR EUR Diversified Bond - Short Term No 1.14
Janus Henderson Capital Funds plc - US Forty Fund Class I2 HEUR Other Equity No Yes 1.01
Schroder International Selection Fund EURO Corporate Bond A1 Accumulation EUR EUR Corporate Bond No No 1.49
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