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
Janus Henderson Capital Funds plc - Global Real Estate Equity Income Fund Class A2 USD Property - Indirect Global No Yes 2.18
BNP Paribas Funds Japan Equity I Capitalisation Japan Large-Cap Equity No Yes 0.97
Goldman Sachs Japan Equity (Former NN) - X Cap JPY Japan Large-Cap Equity No No 2.10
AB - Eurozone Equity Portfolio AX Acc Eurozone Large-Cap Equity No No 1.80
UBAM - Medium Term US Corporate Bond AD USD USD Corporate Bond No No 0.93
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 1.74
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
Goldman Sachs Eurozone Equity Income - X Cap EUR Eurozone Large-Cap Equity No No 2.30
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 2.52
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 1.52
Vontobel Fund - Global Equity Income B USD Global Equity Income No Yes 2.07
Pictet-USD Government Bonds R USD USD Government Bond No Yes 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 2.05
Jupiter Merian North American Equity Fund (IRL) L USD Acc US Large-Cap Blend Equity No No 1.65
UBAM - Medium Term US Corporate Bond AC USD USD Corporate Bond No No 0.93
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