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
MFS Meridian Funds - U.S. Value Fund W1 USD US Large-Cap Value Equity No No 0.92
Schroder International Selection Fund US Dollar Bond A Distribution GBP Hedged QV Other Bond No 0.98
BNY Mellon Global Equity Income Fund USD B Inc Global Equity Income No No 1.62
BlackRock Global Funds - Euro Bond Fund A4 GBP EUR Diversified Bond No 0.94
BlackRock Global Funds - Global Equity Income Fund A2 Global Equity Income No No 1.78
Ninety One Global Strategy Fund - Emerging Markets Blended Debt Fund A Acc USD Global Emerging Markets Bond No 2.00
BlackRock Global Funds - Global Equity Income Fund A5G GBP Global Equity Income No No 1.78
BlackRock Global Funds - Global Equity Income Fund D2 USD Global Equity Income No No 1.04
BlackRock Global Funds - European Equity Income Fund A2 Europe Equity Income No Yes 1.82
New Capital Wealthy Nations Bond Fund SGD Ord Inc Other Bond No 1.50
MFS Meridian Funds - U.S. Value Fund WH1 GBP Other Equity No No 1.00
MFS Meridian Funds - European Research Fund WH1 GBP Other Equity No No 1.00
Matthews Asia Funds - Pacific Tiger Fund I GBP Acc Asia ex-Japan Equity No Yes 0.90
Allianz Global Investors Fund - Allianz Renminbi Fixed Income A USD RMB Bond - Onshore No Yes 1.05
Barings International Umbrella Fund - Barings Eastern Europe Fund Class I GBP Acc Other Equity No No 1.00
Barings International Umbrella Fund - Barings Australia Fund Class I GBP Acc Australia & New Zealand Equity No No 1.00
Barings International Umbrella Fund - Barings Global Bond Fund Class I GBP Inc Global Diversified Bond No 0.75
Matthews Asia Funds - China Discovery Fund I USD Acc Greater China Equity No No 1.25
Barings European Growth Trust - Class I GBP Inc Europe ex-UK Equity No Yes 0.87
Barings Korea Trust - Class I GBP Inc Korea Equity No No 0.96
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