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
Principal Global Investors Funds - Preferred Securities Fund D Acc USD Other Bond No No 1.37
New Capital UCITS Fund Plc - New Capital Global Equity Income Fund USD O Inc Global Equity Income No No 1.50
MFS Meridian Funds - Emerging Markets Debt Fund WH1 GBP Global Emerging Markets Bond - GBP Hedged No 0.90
MFS Meridian Funds - Emerging Markets Equity Fund WH1 GBP Other Equity No No 1.05
BEA Union Investment China A-Share Equity Fund P China Equity - A Shares No No 2.22
HSBC Global Investment Funds - Global Emerging Markets Bond AD Global Emerging Markets Bond No 1.59
Principal Global Investors Funds - Preferred Securities Fund F Acc USD Other Bond No No 1.89
MFS Meridian Funds - U.K. Equity Fund W1 GBP UK Large-Cap Equity No No 0.85
MFS Meridian Funds - Emerging Markets Debt Fund AH1 EUR Global Emerging Markets Bond - EUR Hedged No 1.55
Capital Group Emerging Markets Debt Fund (LUX) Bd Global Emerging Markets Bond No No 1.60
MFS Meridian Funds - U.S. Value Fund IH1 EUR Other Equity No No 0.87
MFS Meridian Funds - Emerging Markets Debt Fund IH1 EUR Global Emerging Markets Bond - EUR Hedged No 0.75
Capital Group Japan Equity Fund (LUX) A4 Japan Large-Cap Equity No Yes 0.50
BEA Union Investment China A-Share Equity Fund I China Equity - A Shares No No 0.00
MFS Meridian Funds - U.S. Value Fund AH1 EUR Other Equity No No 1.97
Fidelity Funds - Strategic Bond Fund A-Acc-EUR (hedged) Global Flexible Bond - EUR Hedged No Yes 1.43
Fidelity Funds - Strategic Bond Fund Y-Acc-EUR (hedged) Global Flexible Bond - EUR Hedged No Yes 0.77
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund A3 AUD Hedged Other Bond No No 1.27
abrdn SICAV I - Emerging Markets Corporate Bond Fund A Acc USD Global Emerging Markets Corporate Bond No 1.68
abrdn SICAV I - Emerging Markets Corporate Bond Fund A MInc USD Global Emerging Markets Corporate Bond No 1.68
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