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 EURO Equity C Accumulation EUR Eurozone Large-Cap Equity No Yes 1.03
Schroder International Selection Fund EURO Equity A1 Accumulation EUR Eurozone Large-Cap Equity No Yes 2.33
Schroder International Selection Fund UK Equity A1 Accumulation GBP UK Flex-Cap Equity No Yes 1.95
MFS Meridian Funds - U.S. Concentrated Growth Fund C1 USD US Large-Cap Growth Equity No Yes 2.81
AB - International Health Care Portfolio A Acc Sector Equity Healthcare No Yes 1.96
Jupiter Asia Pacific Income Fund L USD Acc Asia-Pacific ex-Japan Equity Income No No 1.91
Goldman Sachs Greater China Equity - X Cap USD Greater China Equity No Yes 2.40
Invesco Funds - Invesco Greater China Equity Fund C Accumulation USD Greater China Equity No Yes 1.39
Morgan Stanley Investment Funds - Global Brands Fund A Global Large-Cap Blend Equity No Yes 1.84
Morgan Stanley Investment Funds - Global Brands Fund I Global Large-Cap Blend Equity No Yes 0.94
Jupiter Asia Pacific Income Fund C USD Acc Asia-Pacific ex-Japan Equity Income No No 3.41
BlackRock Global Funds - Euro-Markets Fund A4 EUR Eurozone Large-Cap Equity No Yes 1.82
Ninety One Global Strategy Fund - American Franchise Fund C Inc USD US Large-Cap Growth Equity No Yes 2.70
BlackRock Global Funds - Latin American Fund C2 Latin America Equity No No 3.33
Schroder International Selection Fund EURO Equity I Accumulation EUR Eurozone Large-Cap Equity No Yes 0.05
Schroder International Selection Fund Hong Kong Equity A1 Accumulation HKD Hong Kong Equity No Yes 2.33
Jupiter Asia Pacific Income Fund B USD Acc Asia-Pacific ex-Japan Equity Income No No 2.91
HSBC Global Investment Funds - Euroland Equity Smaller Companies AD Eurozone Mid-Cap Equity No Yes 1.84
HSBC Global Investment Funds - Euroland Equity Smaller Companies AC Eurozone Mid-Cap Equity No Yes 1.84
AXA World Funds - Optimal Income A Capitalisation EUR pf EUR Flexible Allocation No No 1.87
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