Morningstar

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
MFS Meridian Funds - U.S. Value Fund WH1 EUR Other Equity No No 0.95
Capital Group New Perspective Fund (LUX) ZLh-EUR Other Equity No Yes 0.70
Capital Group New Perspective Fund (LUX) ZL Global Large-Cap Growth Equity No Yes 0.60
Fidelity Funds - Asia Pacific Strategic Income Fund A-ACC-USD Asia High Yield Bond No — 1.45
MFS Meridian Funds - Emerging Markets Debt Fund WH1 EUR Global Emerging Markets Bond - EUR Hedged No — 0.90
PineBridge Global Dynamic Asset Allocation Fund Class AA USD Flexible Allocation No Yes 1.93
HSBC Index Tracker Investment Funds Japan Index Fund Institutional Income Japan Large-Cap Equity No No 0.04
BU Global Flexi Allocation Fund Class A - HKD (Distributing) USD Flexible Allocation No No 2.58
Matthews Asia Funds - Asia Ex Japan Total Return Equity Fund I GBP Dist Asia ex-Japan Equity No Yes 0.90
Capital Group New Perspective Fund (LUX) ZLgd Global Large-Cap Growth Equity No Yes 0.60
MFS Meridian Funds - U.S. Total Return Bond Fund WH1 EUR Other Bond No — 0.60
Capital Group New Perspective Fund (LUX) ZLd Global Large-Cap Growth Equity No Yes 0.60
Hang Seng China Enterprises Index Fund A RMB Hedged Acc Other Equity No No 0.90
AB - Eurozone Equity Portfolio I USD H Acc Other Equity No No 1.02
AB - Eurozone Equity Portfolio C USD H Acc Other Equity No No 2.33
BU Global Flexi Allocation Fund Class A - USD (Distributing) USD Flexible Allocation No No 2.56
MFS Meridian Funds - Emerging Markets Equity Fund WH1 EUR Other Equity No No 1.05
HSBC Index Tracker Investment Funds American Index Fund Institutional Income US Large-Cap Blend Equity No No 0.02
Capital Group Global Allocation Fund (LUX) Ch-JPY Other Allocation No No 0.16
Capital Group New Perspective Fund (LUX) ZLh-GBP Other Equity No Yes 0.70
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