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
MFS Meridian Funds - Inflation Adjusted Bond Fund C1 USD USD Inflation-Linked Bond No 2.08
PIMCO GIS Emerging Markets Bond Fund H Institutional USD Accumulation Global Emerging Markets Bond No 1.00
Natixis International Funds (Dublin) I - Loomis Sayles Global Opportunistic Bond Fund I/D (USD) Global Diversified Bond No No 0.90
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 1.75
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
Jupiter Global Fixed Income Fund B USD Acc Global Diversified Bond - USD Hedged No No 2.23
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
Templeton Global Smaller Companies Fund I(acc)USD Global Small/Mid-Cap Equity No Yes 1.06
Templeton Euroland Fund I (Acc) EUR Eurozone Large-Cap Equity No Yes 0.85
Schroder International Selection Fund Global Bond I Accumulation USD Global Diversified Bond No 0.11
Franklin U.S. Opportunities Fund I(acc)USD US Large-Cap Growth Equity No Yes 0.85
Jupiter Merian North American Equity Fund (IRL) B USD Acc US Large-Cap Blend Equity No No 2.65
Schroder International Selection Fund US Small & Mid-Cap Equity C Accumulation USD US Mid-Cap Equity No No 1.14
HSBC Global Investment Funds - Global Emerging Markets Bond ZC Global Emerging Markets Bond No 0.11
Eurizon Fund - Equity World Smart Volatility Class Unit RH EUR Accumulation Other Equity No No 1.78
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