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
Principal Sustainable Asia Equity Income Fund - Income (monthly) Class Units-Retail-USD Asia-Pacific ex-Japan Equity Income No No 1.64
Schroder International Selection Fund US Small & Mid-Cap Equity A1 Accumulation EUR US Mid-Cap Equity No Yes 2.34
Schroder International Selection Fund European Smaller Companies A1 Accumulation USD Europe Small-Cap Equity No Yes 2.35
BOCHK Asia Pacific Equity Income Asia-Pacific ex-Japan Equity Income No No 1.82
JPMorgan SAR American - Class A (acc) - USD US Large-Cap Blend Equity No No 0.00
Hang Seng China Enterprises Index Fund A Inc China Equity No No 0.91
Invesco Funds - Invesco Global Income Real Estate Securities Fund C Accumulation USD Property - Indirect Global No Yes 1.11
Principal Life Style Fund Principal U.S. Equity Fund US Large-Cap Blend Equity No No 1.40
Principal Life Style Fund Principal International Bond Fund Global Diversified Bond No No 1.22
JPMorgan SAR Japan - Class A (acc) - USD Japan Large-Cap Blend Equity No No 0.00
JPMorgan SAR European - Class A (acc) - USD Europe Large-Cap Blend Equity No No 0.00
JPMorgan SAR Asian - Class A (acc) - USD Asia-Pacific ex-Japan Equity No No 0.00
Templeton Asian Bond Fund A(Mdis)EUR Asia Bond - Local Currency No Yes 1.46
MFS Meridian Funds - Emerging Markets Equity Fund A1 USD Global Emerging Markets Equity No No 2.00
BlackRock Global Funds - Japan Flexible Equity Fund A2 Japan Large-Cap Blend Equity No Yes 1.81
JPMorgan China Pioneer A-Share (acc) – USD China Equity - A Shares No No 1.84
MFS Meridian Funds - Emerging Markets Equity Fund I1 USD Global Emerging Markets Equity No No 0.95
Fidelity Funds - US Dollar Bond Fund A-Acc-USD USD Diversified Bond No 1.04
MFS Meridian Funds - Emerging Markets Equity Fund A1 EUR Global Emerging Markets Equity No No 2.00
MFS Meridian Funds - Emerging Markets Equity Fund C1 USD Global Emerging Markets Equity No No 2.75
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