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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
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 3.32
Ninety One Global Strategy Fund - American Franchise Fund C Inc USD US Large-Cap Growth Equity No Yes 2.70
Templeton Emerging Markets Fund I(acc)USD Global Emerging Markets Equity No Yes 1.15
Schroder International Selection Fund Emerging Europe I Accumulation EUR Other Equity No Yes 0.17
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 2.82
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
PineBridge Global Funds - Greater China Equity Fund A Greater China Equity No Yes 2.10
AXA World Funds - Optimal Income A Capitalisation EUR pf EUR Flexible Allocation No No 1.74
Goldman Sachs US Equity Income - P Cap USD US Equity Income No Yes 1.80
JPMorgan India (acc) - USD India Equity No No 1.64
MFS Meridian Funds - U.S. Concentrated Growth Fund I1 USD US Large-Cap Growth Equity No Yes 1.07
Goldman Sachs US Equity Income - X Cap USD US Equity Income No Yes 2.30
Janus Henderson Horizon Pan European Property Equities Fund I2 EUR Property - Indirect Europe No Yes 1.11
AXA World Funds - Europe Real Estate A Capitalisation EUR Property - Indirect Europe No Yes 1.76
Invesco Funds - Invesco Greater China Equity Fund B Accumulation USD Greater China Equity No Yes 2.89
Goldman Sachs US Equity Income - I Cap USD US Equity Income No Yes 0.81
BNP Paribas Funds US Mid CapClassicD US Mid-Cap Equity No No 2.23
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