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 - European Smaller Companies Fund WH1 USD Other Equity No Yes 1.25
MFS Meridian Funds - European Smaller Companies Fund W1 USD Europe Mid-Cap Equity No Yes 1.25
MFS Meridian Funds - European Research Fund WH1 USD Other Equity No No 0.99
MFS Meridian Funds - U.K. Equity Fund W1 USD UK Large-Cap Equity No No 0.85
MFS Meridian Funds - European Smaller Companies Fund C1 USD Europe Mid-Cap Equity No Yes 2.80
BlackRock Global Funds - European Equity Income Fund A2 USD Hedged Other Equity No Yes 1.82
MFS Meridian Funds - European Research Fund C1 USD Europe Large-Cap Blend Equity No No 2.72
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund A8 AUD Hedged Other Bond No No 1.27
MFS Meridian Funds - European Smaller Companies Fund NH1 USD Other Equity No Yes 2.55
JPMorgan Funds - Asia Pacific Equity Fund A (acc) - HKD Asia-Pacific ex-Japan Equity No Yes 1.80
JPMorgan China A-Share Opportunities (acc) - USD China Equity - A Shares No No 1.87
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund A8 ZAR Hedged Other Bond No No 1.23
Capital Group Global Allocation Fund (LUX) Zd USD Moderate Allocation No No 0.90
BlackRock Global Funds - Fixed Income Global Opportunities Fund A4 USD Global Flexible Bond - USD Hedged No 1.22
JPMorgan Asian Total Return Bond (mth) - GBP (hedged) Other Bond No 1.07
Schroder International Selection Fund US Dollar Bond A Distribution USD QF USD Diversified Bond No 0.95
Templeton Global Fund N(acc)USD Global Large-Cap Blend Equity No No 2.56
Franklin U.S. Government Fund N(Mdis)USD USD Government Bond No Yes 1.71
BlackRock Global Funds - US Growth Fund A2 US Large-Cap Growth Equity No Yes 1.80
BlackRock Global Funds - Euro Bond A2 EUR Diversified Bond No No 0.98
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