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
FTGF Brandywine Global Fixed Income Fund Class A US$ Distributing (M) Global Government Bond - USD Hedged No 1.50
Capital Group Emerging Markets Local Currency Debt Fund (LUX) Bd Global Emerging Markets Bond - Local Currency No No 1.60
AB - Emerging Markets Growth Portfolio I AUD H Acc Other Equity No Yes 1.05
BlackRock Global Funds - European Equity Income Fund A5G EUR Europe Equity Income No Yes 1.82
HSBC Global Investment Funds - Global Emerging Markets Bond AM2 Global Emerging Markets Bond No 1.60
BEA Union Investment China A-Share Equity Fund A China Equity - A Shares No No 2.27
New Capital UCITS Fund Plc - New Capital Global Equity Income Fund EUR Unhedged O Inc Global Equity Income No No 1.50
Allianz Global Investors Fund - Allianz European Equity Dividend A EUR Europe Equity Income No No 1.85
HSBC Global Investment Funds - Global Emerging Markets Bond AC Global Emerging Markets Bond No 1.60
BlackRock Global Funds - European Equity Income Fund D2 Europe Equity Income No Yes 1.07
New Capital UCITS Fund Plc - New Capital Global Equity Income Fund USD O Inc Global Equity Income No No 1.50
MFS Meridian Funds - Emerging Markets Debt Fund WH1 GBP Global Emerging Markets Bond - GBP Hedged No 0.90
MFS Meridian Funds - Emerging Markets Equity Fund WH1 GBP Other Equity No No 1.05
BEA Union Investment China A-Share Equity Fund P China Equity - A Shares No No 2.26
HSBC Global Investment Funds - Global Emerging Markets Bond AD Global Emerging Markets Bond No 1.60
MFS Meridian Funds - U.K. Equity Fund W1 GBP UK Large-Cap Equity No No 0.85
MFS Meridian Funds - Emerging Markets Debt Fund AH1 EUR Global Emerging Markets Bond - EUR Hedged No 1.55
Capital Group Emerging Markets Debt Fund (LUX) Bd Global Emerging Markets Bond No No 1.60
MFS Meridian Funds - U.S. Value Fund IH1 EUR Other Equity No No 0.87
MFS Meridian Funds - Emerging Markets Debt Fund IH1 EUR Global Emerging Markets Bond - EUR Hedged No 0.75
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