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
Allianz Global Investors Choice Fund - Allianz Choice Capital Stable Fund Admin A Other Allocation No Yes 1.02
Schroder International Selection Fund Global Equity Alpha A1 Accumulation USD Global Large-Cap Blend Equity No Yes 2.33
Schroder International Selection Fund Global Equity Yield A Distribution USD MF Global Equity Income No No 1.86
JPMorgan Funds - Europe Equity Fund A (dist) - USD Europe Large-Cap Blend Equity No No 1.30
AB - Global Equity Blend Portfolio A Acc Global Large-Cap Blend Equity No No 2.01
MFS Meridian Funds - European Research Fund I1 EUR Europe Large-Cap Blend Equity No No 0.88
BNY Mellon Global Bond Fund USD C Acc Global Government Bond No Yes 0.64
FSSA Asia Opportunities Fund Class I (Accumulation) USD Asia-Pacific ex-Japan Equity No Yes 2.00
Goldman Sachs Japan Equity Portfolio Base Shares Acc JPY (Snap) Japan Large-Cap Growth Equity No No 1.70
HSBC Managed Stable Fund Inc A USD Cautious Allocation No No 2.02
Goldman Sachs Global CORE Equity Portfolio Base Acc USD Snap Global Large-Cap Blend Equity No Yes 1.37
Ninety One Global Strategy Fund - UK Alpha Fund C Inc GBP UK Large-Cap Equity No No 2.70
Capital Group Global Bond Fund (LUX) Bd Global Diversified Bond No No 1.10
BlackRock Global Funds - Global Allocation Fund C2 EUR Hedged EUR Moderate Allocation - Global No No 3.02
Ninety One Global Strategy Fund - Global Gold Fund C Inc USD Sector Equity Precious Metals No No 2.70
FSSA Asian Growth Fund Class II (Accumulation) USD Asia ex-Japan Equity No Yes 1.75
First Sentier Global Bond Fund Class I (Accumulation) USD Global Government Bond No 1.25
Schroder International Selection Fund EURO Bond A1 Accumulation USD EUR Diversified Bond No 1.51
Capital Group Global Bond Fund (LUX) C Global Diversified Bond No No 0.10
JPMorgan Asian Total Return Bond (mth) - USD Asia Bond No 1.08
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