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
PineBridge Asia ex Japan Equity Fund A Asia ex-Japan Equity No Yes 1.98
BlackRock Global Funds - World Mining Fund C2 Sector Equity Natural Resources No No 3.31
MFS Meridian Funds - Inflation Adjusted Bond Fund A2 USD USD Inflation-Linked Bond No 0.98
Schroder International Selection Fund Global Inflation Linked Bond C Accumulation USD Hedged Global Inflation-Linked Bond - USD Hedged No No 0.54
MFS Meridian Funds - Limited Maturity Fund A1 USD USD Corporate Bond - Short Term No 1.14
HSBC Global Investment Funds - Indian Equity IC India Equity No No 1.05
PineBridge Global Funds - Europe Small Cap Equity Fund Y1 Europe Small-Cap Equity No Yes 1.68
MFS Meridian Funds - Inflation Adjusted Bond Fund C1 USD USD Inflation-Linked Bond No 2.08
PineBridge Global Funds - Europe Small Cap Equity Fund A1 Europe Small-Cap Equity No Yes 2.58
MFS Meridian Funds - Emerging Markets Debt Fund C2 USD Global Emerging Markets Bond No 2.52
Eurizon Fund - Equity Emerging Markets Smart Volatility Class Unit R EUR Accumulation Global Emerging Markets Equity No No 1.74
MFS Meridian Funds - European Smaller Companies Fund A1 EUR Europe Mid-Cap Equity No Yes 2.05
Pictet-Asian Equities Ex Japan I USD Asia ex-Japan Equity No Yes 1.04
Eurizon Fund - Bond Emerging Markets Class Unit RH EUR Accumulation Global Emerging Markets Bond - EUR Hedged No 1.46
Jupiter Global Fixed Income Fund B USD Acc Global Diversified Bond - USD Hedged No No 2.27
MFS Meridian Funds - U.S. Total Return Bond Fund C2 USD USD Diversified Bond No 2.19
MFS Meridian Funds - U.S. Total Return Bond Fund A1 USD USD Diversified Bond No 1.19
Schroder International Selection Fund Global Inflation Linked Bond A1 Accumulation EUR Global Inflation-Linked Bond - EUR Hedged No No 1.48
Schroder International Selection Fund QEP Global Core I Accumulation USD Global Large-Cap Blend Equity No No 0.05
Templeton Euroland Fund I (Acc) EUR Eurozone Large-Cap Equity No No 0.85
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