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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
HSBC Global Investment Funds - US Dollar Bond PD USD Diversified Bond No No 0.74
Schroder International Selection Fund Emerging Markets A1 Accumulation USD Global Emerging Markets Equity No Yes 2.36
Schroder International Selection Fund EURO Equity A1 Accumulation EUR Eurozone Large-Cap Equity No Yes 2.33
Schroder International Selection Fund Emerging Markets Debt Total Return A1 Accumulation USD Global Emerging Markets Bond - Local Currency No 2.26
Schroder International Selection Fund Asian Bond Total Return A1 Accumulation USD Asia Bond No No 1.77
BlackRock Global Funds - Global Long-Horizon Equity Fund A2 Global Large-Cap Growth Equity No Yes 1.81
Schroder International Selection Fund US Large Cap A1 Accumulation USD US Large-Cap Blend Equity No Yes 2.33
Janus Henderson Capital Funds plc - US Venture Fund Class A2 HEUR Other Equity No Yes 2.47
Janus Henderson Capital Funds plc - Balanced Fund Class A2 HEUR EUR Moderate Allocation - Global No Yes 1.88
Janus Henderson Capital Funds plc - Global Technology and Innovation Fund A2 HEUR Other Equity No Yes 2.41
Janus Henderson Capital Funds plc - US Venture Fund Class B2 USD US Small-Cap Equity No Yes 3.49
Janus Henderson Capital Funds plc - Balanced Fund Class B2 USD USD Moderate Allocation No Yes 2.89
Janus Henderson Capital Funds plc - US Venture Fund Class I2 USD US Small-Cap Equity No Yes 1.64
Templeton Asian Growth Fund N(acc)USD Asia ex-Japan Equity No Yes 2.65
AB FCP I - Short Duration Bond Portfolio A2-ACCU Global Diversified Bond - USD Hedged No No 1.16
MFS Meridian Funds - European Core Equity Fund A1 EUR Europe Large-Cap Blend Equity No Yes 2.05
AB FCP I - Short Duration Bond Portfolio C2-ACCU Global Diversified Bond - USD Hedged No No 1.56
Janus Henderson Capital Funds plc - Global Technology and Innovation Fund I2 USD Sector Equity Technology No Yes 1.60
JPMorgan Funds - Japan Equity Fund J (dist) - USD Japan Large-Cap Equity No No 1.80
Janus Henderson Capital Funds plc - US Venture Fund Class A2 USD US Small-Cap Equity No Yes 2.47
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