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 Asian Smaller Companies C Accumulation USD Asia ex-Japan Small/Mid-Cap Equity No No 1.31
Schroder International Selection Fund Global Equity Alpha A1 Accumulation USD Global Large-Cap Blend Equity No Yes 2.33
JPMorgan Funds - Europe Equity Fund A (dist) - USD Europe Large-Cap Blend Equity No No 1.31
AB - Global Equity Blend Portfolio A Acc Global Large-Cap Blend Equity No No 2.10
MFS Meridian Funds - European Research Fund I1 EUR Europe Large-Cap Blend Equity No No 0.84
Schroder International Selection Fund Global Equity Alpha C Accumulation USD Global Large-Cap Blend Equity No Yes 0.83
Schroder International Selection Fund Global Inflation Linked Bond I Accumulation EUR Global Inflation-Linked Bond - EUR Hedged No No 0.05
Ninety One Global Strategy Fund - Global Gold Fund C Inc USD Sector Equity Precious Metals No No 2.70
Janus Henderson Horizon Global Property Equities Fund I2 USD Property - Indirect Global No Yes 1.30
First Sentier Global Bond Fund Class I (Accumulation) USD Global Government Bond No No 1.25
HSBC Global Investment Funds - Brazil Equity ID Brazil Equity No No 1.17
Ninety One Global Strategy Fund - Global Strategic Equity Fund C Inc USD Global Large-Cap Blend Equity No No 2.90
PIMCO GIS Emerging Markets Bond Fund E Class USD Income Global Emerging Markets Bond No 1.70
Schroder International Selection Fund Asian Opportunities I Accumulation USD Asia ex-Japan Equity No Yes 0.07
Janus Henderson Horizon Japan Opportunities Fund I2 USD Japan Large-Cap Equity No No 1.13
Capital Group Emerging Markets Growth Fund (LUX) B Global Emerging Markets Equity No Yes 1.90
HSBC Global Investment Funds - Brazil Equity IC Brazil Equity No No 1.17
Ninety One Global Strategy Fund - European Equity Fund C Inc USD Europe Large-Cap Blend Equity No No 2.70
Franklin Global Real Estate Fund I(acc)USD Property - Indirect Global No Yes 1.01
UBAM - Medium Term US Corporate Bond IC USD USD Corporate Bond No No 0.59
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