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
PineBridge Global Funds - Global Focus Equity Fund Y Global Large-Cap Blend Equity No Yes 1.15
Janus Henderson Capital Funds plc - Global Life Sciences Fund Class A2 USD Sector Equity Healthcare No Yes 2.38
Schroder International Selection Fund European Smaller Companies A1 Accumulation EUR Europe Small-Cap Equity No Yes 2.35
Schroder International Selection Fund Emerging Asia A1 Accumulation USD Asia ex-Japan Equity No Yes 2.34
Franklin U.S. Opportunities Fund N(acc)USD US Large-Cap Growth Equity No Yes 2.54
Barings Global Umbrella Fund - Barings Global Leaders Fund Class A USD Inc Global Large-Cap Blend Equity No Yes 1.95
MFS Meridian Funds - Limited Maturity Fund A2 USD USD Corporate Bond - Short Term No 1.14
HSBC Global Investment Funds - Economic Scale US Equity AD US Large-Cap Value Equity No No 0.94
MFS Meridian Funds - European Research Fund A1 USD Europe Large-Cap Blend Equity No No 1.97
BlackRock Global Funds - Global Allocation Fund C2 USD Moderate Allocation No No 3.02
MFS Meridian Funds - Asia Ex-Japan Fund A1 (USD) Asia ex-Japan Equity No Yes 2.00
BlackRock Global Funds - US Basic Value Fund A4 US Large-Cap Value Equity No No 1.81
BlackRock Global Funds - European Value Fund C2 Europe Large-Cap Value Equity No Yes 3.07
AB - India Growth Portfolio BX Acc India Equity No No 2.95
MFS Meridian Funds - U.S. Total Return Bond Fund A2 USD USD Diversified Bond No 1.19
MFS Meridian Funds - Global Research Focused Fund C1 USD Global Large-Cap Blend Equity No Yes 2.60
MFS Meridian Funds - Asia Ex-Japan Fund C1 (USD) Asia ex-Japan Equity No Yes 2.75
BlackRock Global Funds - Euro Bond Fund C2 EUR Diversified Bond No No 2.23
MFS Meridian Funds - Limited Maturity Fund C1 USD USD Corporate Bond - Short Term No 2.24
BlackRock Global Funds - World Financials Fund C2 Sector Equity Financial Services No Yes 3.06
© Copyright 2025 Morningstar Asia Ltd. All rights reserved.

Terms of Use        Privacy Policy       Disclosures