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
AB - Global Real Estate Securities Portfolio I Acc Property - Indirect Global No Yes 1.20
Eurizon Fund - Bond JPY LTE Class Unit R EUR Accumulation JPY Bond No 0.49
BlackRock Global Funds - US Basic Value Fund C2 USD US Large-Cap Value Equity No No 3.06
HSBC Global Investment Funds - US Dollar Bond AD USD Diversified Bond No Yes 0.99
BlackRock Global Funds - World Energy Fund C2 Sector Equity Energy No No 3.31
BlackRock Global Funds - World Gold Fund C2 Sector Equity Precious Metals No No 3.31
PIMCO GIS Low Average Duration Fund H Institutional USD Accumulation USD Diversified Bond - Short Term No Yes 0.60
Templeton Global Fund I(acc)USD Global Large-Cap Blend Equity No No 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 No 1.85
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 Equity No Yes 0.06
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
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
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
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