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
Natixis International Funds (Lux) I - Ostrum Short Term Global High Income Fund R/A (USD) Global High Yield Bond No 1.44
Invesco Funds - Invesco Pan European High Income Fund A (NZD Hedged) Monthly Distribution-1 NZD Other Allocation No 1.61
Manulife Global Fund - Dragon Growth Fund AA Hong Kong Equity No Yes 1.66
PIMCO GIS Income Fund Investor EUR (Hedged) Income A Global Flexible Bond - EUR Hedged No Yes 0.90
MFS Meridian Funds - Global Equity Fund W1 GBP Global Large-Cap Blend Equity No Yes 1.17
MFS Meridian Funds - European Value Fund W1 GBP Europe Large-Cap Blend Equity No No 1.18
BlackRock Global Funds - China Fund A2 HKD China Equity No Yes 1.82
Hang Seng Investment Series Hang Seng Index A RMB Hedged Acc Other Equity No No 1.16
MFS Meridian Funds - European Core Equity Fund W1 GBP Europe Large-Cap Blend Equity No Yes 1.00
MFS Meridian Funds - Global Equity Fund WH1 EUR Other Equity No Yes 1.20
AB SICAV I - Low Volatility Equity Portfolio C USD Acc Global Large-Cap Blend Equity No Yes 2.12
Pictet - Robotics HP EUR Other Equity No Yes 2.03
BlackRock Global Funds - US Basic Value Fund A2 CHN Hedged Other Equity No No 1.81
BlackRock Global Funds - US Flexible Equity Fund A2 CHN Hedged Other Equity No Yes 1.80
PIMCO GIS Global Bond Fund E Class EUR (Hedged) Income Global Diversified Bond - EUR Hedged No Yes 1.39
Allianz Global Investors Fund - Allianz China Equity RT USD China Equity No Yes 1.43
FTGF ClearBridge US Large Cap Growth Fund Class A Euro Accumulating (Hedged) Other Equity No Yes 1.71
HSBC Collective Investment Trust - HSBC European Multi-Asset Income Fund AM3H-NZD Other Allocation No No 1.90
HSBC Collective Investment Trust - HSBC European Multi-Asset Income Fund AM3H-CAD Other Allocation No No 1.90
HSBC Collective Investment Trust - HSBC European Multi-Asset Income Fund AM3H-AUD Other Allocation No No 1.90
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