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 Emerging Markets Debt Total Return A1 Distribution USD M Global Emerging Markets Bond - Local Currency No No 2.27
Schroder International Selection Fund EURO Equity A1 Accumulation USD Eurozone Large-Cap Equity No Yes 2.33
MFS Meridian Funds - Global Equity Fund I1 EUR Global Large-Cap Blend Equity No Yes 0.93
Schroder International Selection Fund Asian Bond Total Return A1 Distribution USD MF Asia Bond No No 1.77
Goldman Sachs Emerging Markets Equity Portfolio Base Acc USD Global Emerging Markets Equity No Yes 1.95
MFS Meridian Funds - Continental European Equity Fund A1 USD Europe ex-UK Equity No Yes 1.85
FSSA China Growth Fund Class II (Accumulation) USD China Equity No Yes 1.69
BlackRock Global Funds - Continental European Flexible Fund C2 EUR Europe ex-UK Equity No Yes 3.06
Schroder International Selection Fund Emerging Markets Debt Total Return A1 Acc EUR Hedged Other Bond No No 2.30
Ninety One Global Strategy Fund - Global Strategic Managed Fund C Inc USD USD Moderate Allocation No Yes 2.70
PIMCO GIS Global Bond Fund E Class USD Income Global Diversified Bond - USD Hedged No Yes 1.39
PIMCO GIS Global Real Return Fund E Class USD Income Global Inflation-Linked Bond - USD Hedged No Yes 1.39
Franklin India Fund N(acc)USD India Equity No No 2.55
Franklin India Fund I(acc)USD India Equity No No 0.95
Templeton BRIC Fund A(acc)EUR Other Equity No Yes 2.46
Templeton Asian Growth Fund A(acc)EUR Asia ex-Japan Equity No Yes 2.15
PIMCO GIS Global Real Return Fund Institutional USD Income Global Inflation-Linked Bond - USD Hedged No Yes 0.49
PIMCO GIS Total Return Bond Fund E Class USD Income USD Diversified Bond No Yes 1.40
MFS Meridian Funds - Global Equity Fund C1 USD Global Large-Cap Blend Equity No Yes 2.67
BlackRock Global Funds - US Basic Value Fund C2 EUR Hedged Other Equity No No 3.05
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