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
Neuberger Berman China Equity Fund USD A Accumulating Class China Equity No No 2.04
Schroder International Selection Fund US Dollar Liquidity A Accumulation EUR Money Market - Other No 0.29
Schroder International Selection Fund Asian Dividend Maximiser A Distribution AUD Hedged MFC Other Equity No Yes 1.90
Invesco Funds - Invesco Global Equity Income Fund A Monthly Distribution-1 USD Global Equity Income No No 1.72
Invesco Funds - Invesco Pan European High Income Fund A (USD Hedged) Monthly distribution-1 USD USD Cautious Allocation No 1.61
Invesco Funds - Invesco Pan European High Income Fund A Monthly distribution-1 EUR EUR Cautious Allocation No 1.61
MFS Meridian Funds - European Core Equity Fund NH1 USD Other Equity No Yes 2.55
PIMCO GIS Income Fund Institutional SGD (Hedged) Income Other Bond No Yes 0.55
PIMCO GIS Income Fund Institutional CHF (Hedged) Accumulation Global Flexible Bond - CHF Hedged No Yes 0.55
MFS Meridian Funds - Continental European Equity Fund C1 USD Europe ex-UK Equity No Yes 2.60
MFS Meridian Funds - Continental European Equity Fund N1 USD Europe ex-UK Equity No Yes 2.35
MFS Meridian Funds - European Core Equity Fund C1 USD Europe Large-Cap Blend Equity No Yes 2.80
BU China Phoenix Fund Class A RMB (Hedged) Other Equity No Yes 2.51
MFS Meridian Funds - European Core Equity Fund N1 USD Europe Large-Cap Blend Equity No Yes 2.55
JPM Emerging Markets Dividend A (irc) - GBP (hedged) Other Equity No Yes 1.79
MFS Meridian Funds - European Core Equity Fund W1 USD Europe Large-Cap Blend Equity No Yes 1.00
UBS (Lux) Equity Fund - Tech Opportunity (USD) P-acc Sector Equity Technology No Yes 2.13
Schroder International Selection Fund US Large Cap A Accumulation USD US Large-Cap Blend Equity No Yes 1.58
Franklin Mutual U.S. Value Fund N(acc)USD US Large-Cap Value Equity No No 2.58
Schroder International Selection Fund US Large Cap A Distribution USD AV US Large-Cap Blend Equity No Yes 1.58
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