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
Barings International Umbrella Fund - Barings Asia Growth Fund ClassA GBP Inc Asia ex-Japan Equity No Yes 1.70
HSBC Global Investment Funds - Euroland Value AC Eurozone Large-Cap Equity No No 1.84
UBS (Lux) Equity SICAV - USA Growth (USD) P-acc US Large-Cap Growth Equity No Yes 2.11
Schroder International Selection Fund Global Inflation Linked Bond A Accumulation USD Hedged Global Inflation-Linked Bond - USD Hedged No No 0.96
JPMorgan Korea (acc) - USD Korea Equity No No 1.71
HSBC Global Investment Funds - Brazil Equity AC Brazil Equity No No 2.14
Schroder International Selection Fund US Small & Mid-Cap Equity A Accumulation USD US Mid-Cap Equity No Yes 1.84
Schroder International Selection Fund Global Equity A Accumulation USD Global Large-Cap Blend Equity No Yes 1.58
MFS Meridian Funds - U.K. Equity Fund I1 GBP UK Large-Cap Equity No No 0.75
HSBC Global Investment Funds - Brazil Equity AD Brazil Equity No No 2.14
MFS Meridian Funds - Asia Ex-Japan Fund I1 (GBP) Asia ex-Japan Equity No Yes 0.90
MFS Meridian Funds - Emerging Markets Debt Fund I1 GBP Global Emerging Markets Bond No 0.75
MFS Meridian Funds - U.S. Value Fund I1 GBP US Large-Cap Value Equity No No 0.83
MFS Meridian Funds - European Research Fund I1 GBP Europe Large-Cap Blend Equity No No 0.88
Schroder International Selection Fund US Small & Mid-Cap Equity A Distribution USD AV US Mid-Cap Equity No Yes 1.84
FSSA Asian Equity Plus Fund Class I (Accumulation) USD Asia-Pacific ex-Japan Equity No Yes 1.55
Schroder International Selection Fund Japanese Equity A Accumulation EUR Hedged Other Equity No Yes 1.63
BlackRock Global Funds - World Mining Fund A4 GBP Sector Equity Natural Resources No No 2.06
Fidelity Funds - Fidelity Target™ 2030 Fund A-DIST-EUR Target Date 2026 - 2030 No No 1.53
JPMorgan Funds - Europe Small Cap Fund A (acc) - EUR Europe Small-Cap Equity No Yes 1.77
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