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
BlackRock Global Funds - Asian Dragon Fund A4 GBP Asia ex-Japan Equity No No 1.85
BlackRock Global Funds - US Flexible Equity Fund A4 GBP US Large-Cap Blend Equity No Yes 1.81
BlackRock Global Funds - European Value Fund A4 GBP Europe Large-Cap Value Equity No Yes 1.82
MFS Meridian Funds - European Smaller Companies Fund A1 USD Europe Mid-Cap Equity No Yes 2.05
Schroder International Selection Fund Latin American A Distribution GBP AV Latin America Equity No No 1.88
Schroder International Selection Fund Emerging Asia A Distribution GBP AV Asia ex-Japan Equity No Yes 1.84
Schroder International Selection Fund Global Equity Yield A Distribution GBP AV Global Equity Income No No 1.86
Schroder International Selection Fund Global Equity Alpha A Distribution GBP AV Global Large-Cap Blend Equity No Yes 1.83
Schroder International Selection Fund Global Equity Yield A Accumulation USD Global Equity Income No No 1.86
Franklin Global Real Estate Fund A(Qdis)USD Property - Indirect Global No Yes 1.90
BlackRock Global Funds - US Basic Value Fund A4 GBP US Large-Cap Value Equity No No 1.81
JPMorgan Thailand (acc) - USD Thailand Equity No No 1.68
HSBC Global Investment Funds - ASEAN Equity AD ASEAN Equity No Yes 1.84
Morgan Stanley Investment Funds - Global Bond Fund AX Global Diversified Bond No 1.05
Schroder International Selection Fund Global Equity Yield A Accumulation EUR Global Equity Income No No 1.86
Natixis International Funds (Lux) I - Harris Associates Global Equity Fund R/A (EUR) Global Large-Cap Value Equity No Yes 2.20
Schroder International Selection Fund US Small & Mid-Cap Equity A Accumulation EUR US Mid-Cap Equity No Yes 1.84
HSBC American Index Fund Institutional Accumulation US Large-Cap Blend Equity No No 0.02
HSBC European Index Fund Institutional Accumulation Europe ex-UK Equity No No 0.03
Schroder International Selection Fund Latin American A Accumulation EUR Latin America Equity No No 1.88
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