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
Value Partners China A-Share Select Fund CLASS A HKD HEDGED Other Equity No No 2.04
BlackRock Global Funds - Fixed Income Global Opportunities Fund A2 CHF Hedged Global Flexible Bond - CHF Hedged No 1.22
Value Partners China A-Share Select Fund CLASS A EUR UNHEDGED China Equity - A Shares No No 2.04
Allianz Global Investors Fund - Allianz Emerging Markets Select Bond I USD Global Emerging Markets Bond No No 0.79
Value Partners China A-Share Select Fund CLASS A HKD UNHEDGED China Equity - A Shares No No 2.05
MFS Meridian Funds - European Smaller Companies Fund AH1 USD Other Equity No Yes 2.05
Allianz Global Investors Fund - Allianz European Equity Dividend Aktienzins A2 EUR Europe Equity Income No No 1.85
BlackRock Global Funds - Fixed Income Global Opportunities Fund A2 SEK Hedged Other Bond No 1.22
Value Partners China A-Share Select Fund CLASS A RMB (CNH) China Equity - A Shares No No 2.04
Value Partners China A-Share Select Fund CLASS A NZD HEDGED Other Equity No No 2.04
Value Partners China A-Share Select Fund CLASS A USD China Equity - A Shares No No 2.04
Matthews Asia Funds - Pacific Tiger Fund I GBP Dist Asia ex-Japan Equity No Yes 0.90
Capital Group Japan Equity Fund (LUX) Bh-USD Other Equity No Yes 1.71
Franklin U.S. Opportunities Fund A(acc)RMB-H1 Other Equity No Yes 1.79
Jupiter Financial Innovation Class D GBP Acc Sector Equity Financial Services No Yes 0.96
MFS Meridian Funds - U.K. Equity Fund N1 USD UK Large-Cap Equity No No 2.35
MFS Meridian Funds - Global Research Focused Fund N1 USD Global Large-Cap Blend Equity No Yes 2.35
MFS Meridian Funds - Japan Equity Fund N1 USD Japan Large-Cap Equity No Yes 2.35
MFS Meridian Funds - European Research Fund W1 USD Europe Large-Cap Blend Equity No No 0.97
MFS Meridian Funds - European Research Fund NH1 USD Other Equity No No 2.51
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