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
Jupiter Emerging Market Debt Fund L USD Acc Global Emerging Markets Bond No 1.95
AB SICAV I - Global Value Portfolio C Acc Global Large-Cap Value Equity No No 2.26
MFS Meridian Funds - Global Total Return Fund C2 USD USD Moderate Allocation No No 2.70
BlackRock Global Funds - Asian Tiger Bond Fund C2 USD Asia Bond No 2.45
MFS Meridian Funds - Global Total Return Fund C1 USD USD Moderate Allocation No No 2.70
MFS Meridian Funds - Asia Ex-Japan Fund A1 (USD) Asia ex-Japan Equity No Yes 2.00
MFS Meridian Funds - Asia Ex-Japan Fund C1 (USD) Asia ex-Japan Equity No Yes 2.75
MFS Meridian Funds - Global Total Return Fund A1 USD USD Moderate Allocation No No 1.85
BlackRock Global Funds - Euro Short Duration Bond Fund C2 EUR EUR Diversified Bond - Short Term No 2.11
BlackRock Global Funds - World Energy Fund C2 Sector Equity Energy No No 3.30
BlackRock Global Funds - Euro Corporate Bond Fund C2 EUR EUR Corporate Bond No No 2.26
FTGF Western Asset US Government Liquidity Fund Class A US$ Distributing (D) USD Money Market - Short Term No Yes 0.65
MFS Meridian Funds - Global Total Return Fund A2 USD USD Moderate Allocation No No 1.85
MFS Meridian Funds - Asia Ex-Japan Fund I1 (USD) Asia ex-Japan Equity No Yes 0.90
BlackRock Global Funds - Asian Tiger Bond Fund C1 USD Asia Bond No 2.45
Templeton Emerging Markets Bond Fund I(acc)USD Global Emerging Markets Bond - Local Currency No Yes 0.90
BlackRock Global Funds - Asian Tiger Bond Fund A3 USD Asia Bond No 1.20
PineBridge Global Funds - Europe Research Enhanced Equity Fund L Europe Large-Cap Blend Equity No No 1.51
AB - All Market Income Portfolio C2X Acc USD Moderate Allocation No No 1.88
AB-All Market Income Portfolio BX Inc USD Moderate Allocation No No 2.43
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