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
Schroder International Selection Fund European Smaller Companies A1 Accumulation EUR Europe Small-Cap Equity No Yes 2.36
GAM Star Fund plc - GAM Star European Equity Ordinary EUR Accumulation Europe Large-Cap Growth Equity No No 1.48
Amundi Funds - Euroland Equity B USD (C) Eurozone Large-Cap Equity No No 2.78
Jupiter Merian North American Equity Fund (IRL) C USD Acc US Large-Cap Blend Equity No No 3.15
Schroder International Selection Fund EURO Bond I Accumulation EUR EUR Diversified Bond No 0.07
Schroder International Selection Fund European Smaller Companies C Accumulation EUR Europe Small-Cap Equity No Yes 1.06
Amundi Funds - Euroland Equity A USD (C) Eurozone Large-Cap Equity No No 1.94
Eurizon Fund - Bond JPY LTE Class Unit RH EUR Accumulation Other Bond No 0.51
Jupiter Global Fixed Income Fund C USD Acc Global Diversified Bond - USD Hedged No No 2.74
T. Rowe Price Funds SICAV - US Large Cap Value Equity Fund I USD US Large-Cap Value Equity No No 0.70
MFS Meridian Funds - European Research Fund A1 USD Europe Large-Cap Blend Equity No No 1.93
Eurizon Fund - Equity World Smart Volatility Class Unit R EUR Accumulation Global Large-Cap Blend Equity No No 1.76
BlackRock Global Funds - Global Allocation Fund C2 USD Moderate Allocation No No 3.02
UBAM - Medium Term US Corporate Bond RC USD USD Corporate Bond No No 1.63
BlackRock Global Funds - US Basic Value Fund A4 US Large-Cap Value Equity No No 1.81
Schroder International Selection Fund US Dollar Bond I Accumulation USD USD Diversified Bond No 0.06
Schroder International Selection Fund US Large Cap I Accumulation USD US Large-Cap Blend Equity No Yes 0.05
MFS Meridian Funds - U.S. Total Return Bond Fund A2 USD USD Diversified Bond No 1.19
Schroder International Selection Fund Latin American I Accumulation USD Latin America Equity No No 0.10
MFS Meridian Funds - Global Research Focused Fund C1 USD Global Large-Cap Blend Equity No No 2.60
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