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
HSBC Portfolios - World Selection 2 AC USD Moderate Allocation No No 1.23
JPMorgan Funds - Emerging Markets Local Currency Debt Fund A (mth) - USD Global Emerging Markets Bond - Local Currency No 1.32
PIMCO GIS Global Investment Grade Credit Fund Institutional SEK (Hedged) Accumulation Other Bond No No 0.49
BlackRock Global Funds - Global Allocation Fund A2 AUD Hedged Other Allocation No No 1.77
Hang Seng China A Share Focus A2 China Equity - A Shares No No 2.02
MFS Meridian Funds - U.S. Total Return Bond Fund W1 USD USD Diversified Bond No 0.60
MFS Meridian Funds - Limited Maturity Fund W1 USD USD Corporate Bond - Short Term No 0.60
CT (Lux) - Global Technology Class AEH (EUR Accumulation Hedged Shares) Other Equity No Yes 1.95
CT (Lux) - Global Technology Class AU (USD Accumulation Shares) Sector Equity Technology No Yes 1.95
BlackRock Global Funds - World Mining Fund A2 PLN Hedged Other Equity No No 2.06
BlackRock Global Funds - Fixed Income Global Opportunities Fund A2 PLN Hedged Other Bond No 1.22
MFS Meridian Funds - Emerging Markets Debt Fund W1 USD Global Emerging Markets Bond No 0.90
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund A2 PLN Hedged Other Bond No No 1.23
MFS Meridian Funds - Global Research Focused Fund W1 USD Global Large-Cap Blend Equity No Yes 0.85
FTGF Western Asset Asian Opportunities Fund Class A US$ Distributing (M) Asia Bond - Local Currency No 1.41
BlackRock Global Funds - Global Allocation Fund A2 PLN Hedged Other Allocation No No 1.77
Schroder International Selection Fund Global Equity A Accumulation AUD Hedged Other Equity No Yes 1.61
Allianz Global Investors Fund - Allianz US Equity Fund A EUR US Large-Cap Blend Equity No Yes 1.85
Pictet-Emerging Local Currency Debt P dm USD Global Emerging Markets Bond - Local Currency No 1.54
Franklin U.S. Government Fund A(Mdis)HKD USD Government Bond No Yes 1.01
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