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 Debt Fund C1 USD Global Emerging Markets Bond No 2.53
MFS Meridian Funds - Emerging Markets Debt Fund A1 USD Global Emerging Markets Bond No 1.53
Jupiter Merian North American Equity Fund (IRL) L USD Acc US Large-Cap Blend Equity No Yes 1.71
Franklin Mutual European Fund N(acc)USD Europe Large-Cap Value Equity No No 2.57
Franklin U.S. Government Fund N(acc)USD USD Government Bond No Yes 1.71
PineBridge Global Funds-PineBridge US Research Enhanced Core Equity Fund Class Y US Large-Cap Blend Equity No No 0.73
Barings International Umbrella Fund - Barings Asia Growth Fund ClassA EUR Inc Asia ex-Japan Equity No Yes 1.70
Janus Henderson Capital Funds plc - US Forty Fund Class A2 USD US Large-Cap Growth Equity No Yes 2.12
AB - American Growth Portfolio B Acc US Large-Cap Growth Equity No Yes 2.73
Janus Henderson Capital Funds plc - US Forty Fund Class A2 HEUR Other Equity No Yes 2.12
PineBridge Global Dynamic Asset Allocation Fund Y USD Flexible Allocation No Yes 0.93
BNY Mellon Global Bond Fund USD B Acc Global Government Bond No Yes 0.99
Pictet-Asian Equities Ex Japan PUSD Asia ex-Japan Equity No Yes 1.75
Jupiter Global Fixed Income Fund L (USD) Accumulation Global Diversified Bond - USD Hedged No 1.27
Barings Global Bond Fund-Class A EUR Inc Global Diversified Bond No 1.20
Barings Korea Feeder Fund USD Class A USD Acc Korea Equity No No 2.28
Invesco Funds - Invesco Pan European Small Cap Equity Fund C Accumulation EUR Europe Small-Cap Equity No Yes 1.48
AB - Emerging Markets Growth Portfolio A Acc Global Emerging Markets Equity No Yes 2.00
AB - Emerging Markets Growth Portfolio I Acc Global Emerging Markets Equity No Yes 1.05
Janus Henderson Capital Funds plc - Global Life Sciences Fund Class B2 USD Sector Equity Healthcare No Yes 3.38
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