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
Fidelity Funds - FIRST All Country World Fund Y-Acc-USD Global Large-Cap Blend Equity No No 1.07
Janus Henderson Horizon Japanese Smaller Companies Fund A2 HUSD Other Equity No No 2.24
FTGF Royce US Small Cap Opportunity Fund Class A CNH Accumulating (Hedged) Other Equity No No 1.96
AB - Short Duration High Yield Portfolio IT EUR H Inc Global High Yield Bond - EUR Hedged No 0.75
MFS Meridian Funds - Global Total Return Fund AH1 EUR EUR Moderate Allocation - Global No No 1.90
Value Partners Greater China High Yield Income Fund Class P SGD HMDis Other Bond No No 1.91
BlackRock Global Funds - Global Corporate Bond Fund A8 NZD Hedged Other Bond No No 1.00
JPMorgan Funds - Total Emerging Markets Income Fund A (mth) - HKD Global Emerging Markets Allocation No No 1.62
AB - All Market Income Portfolio A USD Acc USD Moderate Allocation No No 1.78
AB - All Market Income Portfolio AD AUD H Inc Other Allocation No No 1.78
AB - All Market Income Portfolio A HKD Acc USD Moderate Allocation No No 1.78
AB - All Market Income Portfolio AD USD Inc USD Moderate Allocation No No 1.78
BlackRock Global Funds - Asian Tiger Bond Fund A6 SGD Hedged Other Bond No 1.21
AB - All Market Income Portfolio AD HKD Inc USD Moderate Allocation No No 1.78
BlackRock Global Funds - Asian Tiger Bond Fund A1 USD Asia Bond No 1.21
Invesco Funds - Invesco Pan European Equity Fund C Accumulation EUR Europe Large-Cap Value Equity No No 1.37
Invesco Funds - Invesco Global Consumer Trends Fund C Accumulation USD Sector Equity Consumer Goods & Services No Yes 1.37
Invesco Funds - Invesco Nippon Small/Mid Cap Equity Fund C Accumulation JPY Japan Small/Mid-Cap Equity No 1.49
Janus Henderson Horizon Japanese Smaller Companies Fund A2 USD Japan Small/Mid-Cap Equity No No 2.17
T. Rowe Price Funds SICAV - Global Focused Growth Equity Fund A USD Global Large-Cap Growth Equity No No 1.71
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