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 - Emerging Markets Debt Fund C2 USD Global Emerging Markets Bond No 2.52
MFS Meridian Funds - European Smaller Companies Fund A1 EUR Europe Mid-Cap Equity No Yes 2.05
AB - Emerging Markets Growth Portfolio C Acc Global Emerging Markets Equity No Yes 0.45
MFS Meridian Funds - U.S. Total Return Bond Fund C2 USD USD Diversified Bond No 2.19
MFS Meridian Funds - U.S. Total Return Bond Fund A1 USD USD Diversified Bond No 1.19
Schroder International Selection Fund Global Inflation Linked Bond A1 Accumulation EUR Global Inflation-Linked Bond - EUR Hedged No No 1.48
Schroder International Selection Fund Global Equity A1 Accumulation USD Global Large-Cap Blend Equity No Yes 2.33
Schroder International Selection Fund US Small & Mid-Cap Equity A1 Accumulation USD US Mid-Cap Equity No Yes 2.34
BlackRock Global Funds - Global Allocation Fund A2 EUR Hedged EUR Moderate Allocation - Global No No 1.77
MFS Meridian Funds - U.S. Value Fund I1 USD US Large-Cap Value Equity No No 0.83
Allianz Global Investors Fund - Allianz Best Styles Euroland Equity I EUR Eurozone Large-Cap Equity No No 0.72
AB - Global Equity Blend Portfolio B Acc Global Large-Cap Blend Equity No No 3.01
MFS Meridian Funds - European Smaller Companies Fund I1 EUR Europe Mid-Cap Equity No Yes 1.00
MFS Meridian Funds - Emerging Markets Debt Fund I1 USD Global Emerging Markets Bond No 0.75
Allianz Global Investors Choice Fund - Allianz Choice Capital Stable Fund Ordinary A Other Allocation No Yes 0.56
Allianz Global Investors Choice Fund - Allianz Choice Capital Stable Fund Ordinary B Other Allocation No Yes 0.00
FSSA Asian Growth Fund Class III (Accumulation) USD Asia ex-Japan Equity No Yes 1.00
PineBridge Asia ex Japan Equity Fund Y Asia ex-Japan Equity No Yes 1.19
MFS Meridian Funds - Emerging Markets Debt Fund A2 USD Global Emerging Markets Bond No 1.53
PineBridge Global Dynamic Asset Allocation Fund A USD Flexible Allocation No Yes 1.98
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