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 US Dollar Liquidity A Accumulation USD Money Market - Other No 0.29
Janus Henderson Capital Funds plc - US Venture Fund Class I2 USD US Small-Cap Equity No Yes 1.64
Templeton Asian Growth Fund N(acc)USD Asia ex-Japan Equity No Yes 2.65
AB FCP I - Short Duration Bond Portfolio A2-ACCU Global Diversified Bond - USD Hedged No No 1.16
MFS Meridian Funds - European Core Equity Fund A1 EUR Europe Large-Cap Blend Equity No Yes 2.05
AB FCP I - Short Duration Bond Portfolio C2-ACCU Global Diversified Bond - USD Hedged No No 1.56
Janus Henderson Capital Funds plc - Global Technology and Innovation Fund I2 USD Sector Equity Technology No Yes 1.60
JPMorgan Funds - Japan Equity Fund J (dist) - USD Japan Large-Cap Growth Equity No No 1.80
Janus Henderson Capital Funds plc - US Venture Fund Class A2 USD US Small-Cap Equity No Yes 2.47
AB FCP I - Short Duration Bond Portfolio A-DIST Global Diversified Bond - USD Hedged No No 1.16
Templeton Eastern Europe Fund N(acc)EUR Other Equity No No 2.95
PineBridge Global Emerging Markets Focus Equity Fund Y Global Emerging Markets Equity No Yes 1.14
Janus Henderson Capital Funds plc - Global Technology and Innovation Fund B2 USD Sector Equity Technology No Yes 3.41
Janus Henderson Capital Funds plc - Global Technology and Innovation Fund A2 USD Sector Equity Technology No Yes 2.42
Barings Emerging Markets Umbrella Fund - Barings Global Emerging Markets Fund Class A EUR Inc Global Emerging Markets Equity No Yes 1.95
T. Rowe Price Funds SICAV - US Smaller Companies Equity Fund A USD US Small-Cap Equity No No 1.70
Janus Henderson Capital Funds plc - Balanced Fund Class A2 USD USD Moderate Allocation No Yes 1.88
Amundi Funds - US Short Term Bond A2 USD (C) USD Ultra Short-Term Bond No 0.70
T. Rowe Price Funds SICAV - US Large Cap Growth Equity Fund A USD US Large-Cap Growth Equity No Yes 1.59
PIMCO GIS Total Return Bond Fund Investor USD Accumulation USD Diversified Bond No Yes 0.85
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