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 - Emerging Markets Equity Fund N1 USD Global Emerging Markets Equity No No 2.50
MFS Meridian Funds - U.S. Value Fund N1 USD US Large-Cap Value Equity No No 2.42
AB - Emerging Market Corporate Debt Portfolio IT USD Inc Global Emerging Markets Corporate Bond No No 0.91
MFS Meridian Funds - Asia Ex-Japan Fund N1 (USD) Asia ex-Japan Equity No Yes 2.50
MFS Meridian Funds - Emerging Markets Debt Fund N1 USD Global Emerging Markets Bond No 2.03
MFS Meridian Funds - Emerging Markets Debt Fund N2 USD Global Emerging Markets Bond No 2.03
Schroder International Selection Fund Global Bond A Accumulation USD Hedged Global Diversified Bond - USD Hedged No 1.04
BlackRock Global Funds - Emerging Markets Corporate Bond Fund A2 EUR Hedged Global Emerging Markets Corporate Bond - EUR Hedged No 1.59
Fidelity Funds - Emerging Market Corporate Debt Fund A-Acc-USD Global Emerging Markets Corporate Bond No No 1.65
Fidelity Funds - Global Income Fund A-MINCOME(G)-USD Global Flexible Bond No 1.33
Fidelity Funds - Global Multi Asset Income Fund A-MINCOME(G)-HKD USD Moderate Allocation No No 1.75
Schroder International Selection Fund Global Multi-Asset Income A Distribution GBP Hedged GBP Allocation 20-40% Equity No No 1.60
Amundi Funds - Asia Equity Focus A2 USD AD (D) Asia ex-Japan Equity No Yes 2.32
BlackRock Global Funds - World Real Estate Securities Fund A2 USD Property - Indirect Global No Yes 1.85
BlackRock Global Funds - US Growth Fund A4 EUR US Large-Cap Growth Equity No Yes 1.81
MFS Meridian Funds - U.S. Total Return Bond Fund N1 USD USD Diversified Bond No 1.69
Templeton Asian Bond Fund A(Mdis)AUD-H1 Other Bond No Yes 1.42
Natixis International Funds (Lux) I - Harris Associates Global Equity Fund RE/A (H-EUR) Other Equity No Yes 2.75
Schroder International Selection Fund Japanese Equity A1 Accumulation USD Hedged Other Equity No Yes 2.38
Schroder International Selection Fund Global Multi-Asset Income A Distribution AUD Hedged Other Allocation No No 1.60
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