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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
Eastspring Investments - China Equity Fund - AH China Equity No Yes 2.13
Matthews Asia Funds - India Fund I USD Acc India Equity No No 1.00
Natixis International Funds (Lux) I - Ostrum Euro High Income Fund R/A (EUR) EUR High Yield Bond No 1.37
BlackRock Global Funds - Latin American Fund A2 CHF Hedged Other Equity No No 2.08
Matthews Asia Funds - India Fund A GBP Acc India Equity No No 1.80
Momentum Global Funds Harmony Sterling Growth Fund A GBP Allocation 60-80% Equity No No 2.35
Allianz Global Investors Fund - Allianz Renminbi Fixed Income P USD RMB Bond - Onshore No Yes 0.61
Momentum Global Funds Harmony Europe Growth Fund C EUR Aggressive Allocation - Global No No 2.92
Momentum Global Funds Harmony Sterling Growth Fund C GBP Allocation 60-80% Equity No No 2.85
JPMorgan SAR Asian Bond Fund - Class A Asia Bond - Local Currency No No 0.00
PIMCO GIS Global Bond Fund Investor CHF (Hedged) Accumulation Global Diversified Bond - CHF Hedged No 0.80
PIMCO GIS Balanced Income and Growth Fund E Class EUR (Hedged) Income EUR Moderate Allocation - Global No No 2.20
Momentum Global Funds Harmony Europe Growth Fund A EUR Aggressive Allocation - Global No No 2.42
JPMorgan SAR Asian Bond Fund - Class B Asia Bond - Local Currency No No 0.00
MFS Meridian Funds - European Core Equity Fund I1 GBP Europe Large-Cap Blend Equity No Yes 0.90
BlackRock Global Funds - Emerging Markets Equity Income Fund A2 Global Emerging Markets Equity No No 1.89
BlackRock Global Funds - Global Equity Income Fund A2 PLN Hedged Other Equity No No 1.81
BlackRock Global Funds - Emerging Markets Equity Income Fund A5G USD Global Emerging Markets Equity No No 1.89
PIMCO GIS Total Return Bond Fund Investor CHF (Hedged) Accumulation Other Bond No Yes 0.90
Neuberger Berman US Small Cap Fund USD A Accumulating Class US Small-Cap Equity No No 1.83
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