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
BlackRock Global Funds - Global Equity Income Fund A8 CNH Hedged Other Equity No No 1.78
MFS Meridian Funds - U.S. Total Return Bond Fund IH1 EUR Other Bond No 0.50
MFS Meridian Funds - U.S. Total Return Bond Fund AH1 EUR Other Bond No 1.20
BNP Paribas Funds Global Convertible Classic Distribution Convertible Bond - Global, USD Hedged No No 1.64
BlackRock Global Funds - European Equity Income Fund A8 CAD Hedged Other Equity No Yes 1.82
AXA World Funds - Asian Short Duration Bonds A Capitalisation EUR (Hedged) Other Bond No No 1.28
BlackRock Global Funds - European Equity Income Fund A8 NZD Hedged Other Equity No Yes 1.82
BlackRock Global Funds - World Real Estate Securities Fund D2 USD Property - Indirect Global No Yes 1.03
Capital Group Japan Equity Fund (LUX) Ch-GBP Other Equity No No 0.21
PIMCO GIS Global Investment Grade Credit Fund Institutional CZK (Hedged) Income Other Bond No No 0.49
JPMorgan Global Bond Fund (mth) - CAD (Hedged) Class Other Bond No 0.89
Allianz Global Investors Fund - Allianz Best Styles Global Equity I EUR Global Large-Cap Blend Equity No No 0.71
AXA World Funds - Asian Short Duration Bonds A Capitalisation USD Asia Bond No No 1.25
JPMorgan Global Bond Fund (acc) - RMB (Hedged) Class Other Bond No 0.89
Manulife Global Fund - Global Resources Fund I3 Sector Equity Natural Resources No No 0.27
Invesco Funds - Invesco Global Investment Grade Corporate Bond Fund A (USD)-Accumulation Global Corporate Bond - USD Hedged No No 1.03
JPMorgan Global Bond Fund (mth) - HKD Class Global Diversified Bond - USD Hedged No 0.89
JPMorgan Global Bond Fund (mth) - RMB (Hedged) Class Other Bond No 0.89
Manulife Global Fund-USD Income Fund I3 USD Diversified Bond No No 0.20
JPMorgan Global Bond Fund (mth) - NZD (Hedged) Class Other Bond No 0.89
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