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
Eastspring Investments - US High Investment Grade Bond Fund - A USD Corporate Bond No 1.00
AB - Japan Strategic Value Portfolio A Acc Japan Large-Cap Equity No No 1.70
Schroder International Selection Fund Global Equity Alpha C Accumulation EUR Global Large-Cap Blend Equity No Yes 0.83
Schroder International Selection Fund US Large Cap C Accumulation EUR US Large-Cap Blend Equity No Yes 0.83
PineBridge Global Funds-PineBridge Japan Equity Fund Class Y Japan Large-Cap Equity No Yes 1.34
PineBridge Global Funds-PineBridge Japan Equity Fund Class A Japan Large-Cap Equity No Yes 2.17
Schroder International Selection Fund Asian Opportunities C Accumulation EUR Asia ex-Japan Equity No Yes 1.06
Templeton BRIC Fund I(acc)USD Other Equity No No 1.46
Schroder International Selection Fund US Small & Mid-Cap Equity C Accumulation EUR US Mid-Cap Equity No No 1.14
Schroder International Selection Fund Global Equity Alpha A Accumulation EUR Global Large-Cap Blend Equity No Yes 1.83
Schroder International Selection Fund Global Equity Alpha A1 Accumulation EUR Global Large-Cap Blend Equity No Yes 2.33
Schroder International Selection Fund Global Bond I Accumulation USD Hedged Global Diversified Bond - USD Hedged No 0.13
Templeton Asian Bond Fund A(Mdis)USD Asia Bond - Local Currency No Yes 1.43
Schroder International Selection Fund Latin American A1 Accumulation EUR Latin America Equity No No 2.38
MFS Meridian Funds - European Research Fund I1 USD Europe Large-Cap Blend Equity No No 0.84
Goldman Sachs Global Equity Income - I Cap USD Global Equity Income No No 0.81
GAM Star Fund plc - GAM Star Global Equity Ordinary USD Inc Global Large-Cap Blend Equity No Yes 2.00
Neuberger Berman US Real Estate Securities Fund Class USD I Accumulating Property - Indirect North America No Yes 0.97
HSBC Global Investment Funds - Global Emerging Markets Bond IC Global Emerging Markets Bond No 0.75
abrdn SICAV I - Asian Smaller Companies Fund A Acc USD Asia ex-Japan Small/Mid-Cap Equity No Yes 1.94
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