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
First Sentier Global Bond Fund Class III (Accumulation) USD Global Government Bond No No 0.55
AB - American Growth Portfolio I Acc US Large-Cap Growth Equity No Yes 0.94
Schroder International Selection Fund Asian Smaller Companies I Accumulation USD Asia ex-Japan Small/Mid-Cap Equity No No 0.08
BlackRock Global Funds - Euro Bond Fund A3 EUR Diversified Bond No 0.98
BlackRock Global Funds - US Dollar Bond Fund A3 USD USD Diversified Bond No 1.08
MFS Meridian Funds - Global Research Focused Fund I1 USD Global Large-Cap Blend Equity No No 0.75
MFS Meridian Funds - Inflation Adjusted Bond Fund I1 USD USD Inflation-Linked Bond No 0.50
AB - American Growth Portfolio S1 Acc US Large-Cap Growth Equity No Yes 0.70
JPMorgan Asian Smaller Companies Fund (acc) - USD Asia ex-Japan Small/Mid-Cap Equity No Yes 1.69
JPMorgan Funds - US Value Fund A (acc) - USD US Large-Cap Value Equity No No 1.69
MFS Meridian Funds - U.S. Total Return Bond Fund I1 USD USD Diversified Bond No 0.50
PineBridge Global Funds-PineBridge US Research Enhanced Core Equity Fund Class A US Large-Cap Blend Equity No No 1.67
Schroder International Selection Fund Asian Smaller Companies A1 Accumulation USD Asia ex-Japan Small/Mid-Cap Equity No No 2.36
Schroder International Selection Fund EURO Corporate Bond I Accumulation EUR EUR Corporate Bond No No 0.05
Janus Henderson Horizon Pan European Smaller Companies Fund I2 EUR Europe Small-Cap Equity No Yes 1.17
Schroder International Selection Fund Japanese Equity A1 Accumulation EUR Hedged Other Equity No Yes 2.38
Schroder International Selection Fund Global Equity Alpha I Accumulation USD Global Large-Cap Blend Equity No Yes 0.05
JPMorgan Pacific Technology (acc) - USD Sector Equity Technology No Yes 1.63
Fidelity Funds - US Dollar Bond Fund A-MDIST-USD USD Diversified Bond No 1.04
MFS Meridian Funds - Global Research Focused Fund A1 EUR Global Large-Cap Blend Equity No No 1.85
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