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
PIMCO GIS Diversified Income Fund Administrative GBP (Hedged) Income Global Flexible Bond - GBP Hedged No 1.19
JPMorgan Multi Income (mth) - USD USD Moderate Allocation No 1.32
AB - Short Duration High Yield Portfolio AT EUR H Inc Global High Yield Bond - EUR Hedged No 1.30
MFS Meridian Funds - Blended Research European Equity Fund I1 GBP Europe Large-Cap Blend Equity No No 0.60
MFS Meridian Funds - Blended Research European Equity Fund A1 EUR Europe Large-Cap Blend Equity No No 1.60
Invesco Funds - Invesco Developed Small and Mid-Cap Equity Fund A Accumulation USD Global Small/Mid-Cap Equity No No 2.04
Allianz Global Investors Fund - Allianz Euro High Yield Bond AT (H2-PLN) Other Bond No 1.40
AB - Short Duration High Yield Portfolio AT USD Inc Global High Yield Bond No 1.30
AB - Short Duration High Yield Portfolio A2 USD Acc Global High Yield Bond No 1.30
Invesco Funds - Invesco Developed Small and Mid-Cap Fund C Accumulation USD Global Small/Mid-Cap Equity No No 1.29
Invesco Funds - Invesco US Value Equity Fund C Accumulation USD US Large-Cap Value Equity No No 0.93
Capital Group Emerging Markets Total Opportunities (LUX) Bh-CHF Other Allocation No No 1.90
Invesco Funds - Invesco US Value Equity Fund A Semi-annual Distribution USD US Large-Cap Value Equity No No 1.73
Invesco Funds - Invesco Developed Small and Mid-Cap Fund A Semi-annual Distrinution USD Global Small/Mid-Cap Equity No No 2.04
Momentum Global Funds Harmony Australian Dollar Growth Fund C Other Allocation No No 2.71
Schroder International Selection Fund Global Corporate Bond A1 Distribution EUR Hedged Q Global Corporate Bond - EUR Hedged No No 1.51
Invesco Funds - Invesco US Value Equity Fund C Semi-annual Distribution USD US Large-Cap Value Equity No No 0.92
JupiterMerian World Equity Fund L (EUR) Hedged Acc Other Equity No Yes 1.69
Allianz Global Investors Fund - Allianz Asian Multi Income Plus AT USD Asia Allocation No Yes 1.56
PIMCO GIS Commodity Real Return Fund Investor USD Accumulation Commodities - Broad Basket No Yes 1.09
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