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
JPMorgan Funds - US Aggregate Bond Fund A (acc) - USD USD Diversified Bond No 1.10
BlackRock Global Funds - US Basic Value Fund A2 EUR Hedged Other Equity No No 1.80
Allianz Global Investors Choice Fund - Allianz Choice Flexi Balanced Fund Ordinary C Other No 1.69
AB FCP I - Short Duration Bond Portfolio C-DIST Global Diversified Bond - USD Hedged No No 1.56
HSBC Global Investment Funds - Asia Pacific ex Japan Equity High Dividend AS Asia-Pacific ex-Japan Equity Income No No 1.84
BlackRock Global Funds - India Fund C2 India Equity No No 3.13
BlackRock Global Funds - India Fund A2 India Equity No No 1.89
BlackRock Global Funds - US Flexible Equity Fund A2 EUR Hedged Other Equity No Yes 1.80
Templeton Asian Growth Fund I(acc)USD Asia ex-Japan Equity No Yes 1.16
MFS Meridian Funds - Global Equity Fund I1 USD Global Large-Cap Blend Equity No Yes 0.93
MFS Meridian Funds - European Value Fund A1 USD Europe Large-Cap Blend Equity No No 1.93
AB FCP I - Short Duration Bond Portfolio AT-DIST Global Diversified Bond - USD Hedged No No 1.16
MFS Meridian Funds - Continental European Equity Fund A1 EUR Europe ex-UK Equity No Yes 1.85
Allianz Global Investors Choice Fund - Allianz Choice Hong Kong Fund Ordinary B Hong Kong Equity No Yes 0.00
Allianz Global Investors Choice Fund - Allianz Choice Hong Kong Fund Ordinary A Hong Kong Equity No Yes 0.52
MFS Meridian Funds - European Core Equity Fund I1 EUR Europe Large-Cap Blend Equity No Yes 0.90
JPMorgan Funds - Euroland Equity Fund A (dist) - USD Eurozone Large-Cap Equity No No 1.80
JPMorgan Asia Equity High Income Fund (acc) - USD Asia-Pacific ex-Japan Equity Income No Yes 1.68
MFS Meridian Funds - European Core Equity Fund A1 USD Europe Large-Cap Blend Equity No Yes 2.05
MFS Meridian Funds - European Value Fund I1 EUR Europe Large-Cap Blend Equity No No 0.94
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