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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
PIMCO GIS Income Fund Institutional CHF (Hedged) Accumulation Global Flexible Bond - CHF Hedged No Yes 0.60
MFS Meridian Funds - Continental European Equity Fund C1 USD Europe ex-UK Equity No Yes 2.60
MFS Meridian Funds - Continental European Equity Fund N1 USD Europe ex-UK Equity No Yes 2.35
MFS Meridian Funds - European Core Equity Fund C1 USD Europe Large-Cap Blend Equity No Yes 2.80
BU China Phoenix Fund Class A RMB (Hedged) Other Equity No Yes 2.40
MFS Meridian Funds - European Core Equity Fund N1 USD Europe Large-Cap Blend Equity No Yes 2.55
JPM Emerging Markets Dividend A (irc) - GBP (hedged) Other Equity No Yes 1.79
MFS Meridian Funds - European Core Equity Fund W1 USD Europe Large-Cap Blend Equity No Yes 1.00
UBS (Lux) Equity Fund - Tech Opportunity (USD) P-acc Sector Equity Technology No Yes 2.10
Schroder International Selection Fund US Large Cap A Accumulation USD US Large-Cap Blend Equity No Yes 1.58
Franklin Mutual U.S. Value Fund N(acc)USD US Large-Cap Value Equity No No 2.58
Schroder International Selection Fund US Large Cap A Distribution USD AV US Large-Cap Blend Equity No Yes 1.58
Invesco Funds - Invesco USD Ultra-Short Term Debt Fund A Accumulation USD USD Ultra Short-Term Bond No 0.39
Templeton Latin America Fund N(acc)USD Latin America Equity No No 2.74
BlackRock Global Funds - European Fund A2 Europe Large-Cap Growth Equity No Yes 1.81
JPMorgan Funds - US Aggregate Bond Fund A (dist) - USD USD Diversified Bond No 1.10
MFS Meridian Funds - Global Equity Fund A1 EUR Global Large-Cap Blend Equity No Yes 1.92
UBS (Lux) Equity Fund - China Opportunity (USD) P-acc China Equity No Yes 2.42
HSBC Global Investment Funds - Hong Kong Equity PD Hong Kong Equity No Yes 1.34
Invesco Funds - Invesco USD Ultra-Short Term Debt Fund C Accumulation USD USD Ultra Short-Term Bond No 0.27
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