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
JPMorgan Funds - US Smaller Companies Fund A (acc) - USD US Small-Cap Equity No No 1.72
Schroder International Selection Fund US Small & Mid-Cap Equity A1 Accumulation USD US Mid-Cap Equity No No 2.34
JPMorgan Funds - US Technology Fund A (acc) - USD Sector Equity Technology No Yes 1.72
MFS Meridian Funds - U.S. Value Fund I1 USD US Large-Cap Value Equity No No 0.83
JPMorgan Funds - America Equity Fund A (acc) - USD US Large-Cap Blend Equity No No 1.72
AB - India Growth Portfolio I Acc India Equity No No 1.35
AB - Emerging Markets Growth Portfolio S1 Acc Global Emerging Markets Equity No Yes 1.04
MFS Meridian Funds - European Smaller Companies Fund I1 EUR Europe Mid-Cap Equity No Yes 1.00
HSBC Global Investment Funds - Asia Pacific ex Japan Equity High Dividend AS Asia-Pacific ex-Japan Equity Income No No 1.84
MFS Meridian Funds - Emerging Markets Debt Fund I1 USD Global Emerging Markets Bond No 0.75
BlackRock Global Funds - India Fund A2 India Equity No No 1.87
Templeton Asian Growth Fund I(acc)USD Asia ex-Japan Equity No Yes 1.18
FSSA Asian Growth Fund Class III (Accumulation) USD Asia ex-Japan Equity No Yes 0.97
AB - Global Equity Blend Portfolio S1 Acc Global Large-Cap Blend Equity No No 0.80
AB - Global Equity Blend Portfolio I Acc Global Large-Cap Blend Equity No No 1.30
PineBridge Asia ex Japan Equity Fund Y Asia ex-Japan Equity No Yes 1.19
MFS Meridian Funds - Emerging Markets Debt Fund A2 USD Global Emerging Markets Bond No 1.52
PineBridge Global Dynamic Asset Allocation Fund A USD Flexible Allocation No Yes 1.98
Schroder International Selection Fund Global Equity Alpha A Accumulation USD Global Large-Cap Blend Equity No Yes 1.83
MFS Meridian Funds - Emerging Markets Debt Fund A1 EUR Global Emerging Markets Bond No 1.52
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