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
BlackRock Global Funds - US Basic Value Fund C2 USD US Large-Cap Value Equity No No 3.06
Capital Group Global Bond Fund (LUX) B Global Diversified Bond No No 1.10
BlackRock Global Funds - US Growth Fund C2 USD US Large-Cap Growth Equity No Yes 3.05
PIMCO GIS Global Investment Grade Credit Fund Institutional EUR (Hedged) Accumulation Global Corporate Bond - EUR Hedged No 0.50
BlackRock Global Funds - European Value Fund A4 EUR Europe Large-Cap Value Equity No Yes 1.82
BlackRock Global Funds - World Gold Fund C2 Sector Equity Precious Metals No No 3.33
BlackRock Global Funds - US Flexible Equity Fund C2 US Large-Cap Blend Equity No Yes 3.06
Franklin Mutual European Fund I(acc)EUR Europe Large-Cap Value Equity No No 0.88
FSSA Asian Growth Fund Class I (Distributing) USD Asia ex-Japan Equity No Yes 1.75
BlackRock Global Funds - Asian Dragon Fund C2 Asia ex-Japan Equity No No 3.10
MFS Meridian Funds - Global Research Focused Fund A1 USD Global Large-Cap Blend Equity No Yes 1.85
MFS Meridian Funds - Limited Maturity Fund C2 USD USD Corporate Bond - Short Term No 2.24
MFS Meridian Funds - U.S. Total Return Bond Fund C1 USD USD Diversified Bond No 2.19
BlackRock Global Funds - European Value Fund A2 Europe Large-Cap Value Equity No Yes 1.82
BlackRock Global Funds - US Dollar Bond Fund C2 USD USD Diversified Bond No 2.33
Janus Henderson Capital Funds plc - Global Real Estate Equity Income Fund Class A2 HEUR Property - Indirect Other No Yes 2.17
PineBridge Asia ex Japan Equity Fund A Asia ex-Japan Equity No Yes 1.98
BlackRock Global Funds - World Mining Fund C2 Sector Equity Natural Resources No No 3.31
BlackRock Global Funds - US Dollar Bond Fund C1 USD USD Diversified Bond No 2.33
MFS Meridian Funds - Limited Maturity Fund A1 USD USD Corporate Bond - Short Term No 1.14
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