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
Schroder International Selection Fund QEP Global Active Value A Accumulation USD Global Large-Cap Value Equity No No 1.59
BlackRock Global Funds - Emerging Markets Bond Fund A2 Global Emerging Markets Bond No 1.45
HSBC Global Investment Funds - BRIC Equity M2C Other Equity No No 1.34
HSBC Global Investment Funds - Europe Value AD Europe Large-Cap Value Equity No No 1.84
Schroder International Selection Fund Asian Smaller Companies A Accumulation USD Asia ex-Japan Small/Mid-Cap Equity No No 1.86
Schroder International Selection Fund BIC (Brazil India China) A Accumulation EUR Other Equity No No 1.87
Janus Henderson Horizon Asia-Pacific Property Income Fund A2 USD Property - Indirect Asia No Yes 1.95
Morgan Stanley Investment Funds - US Advantage Fund A US Large-Cap Growth Equity No Yes 1.64
FSSA ASEAN All Cap Fund Class I (Accumulation) USD ASEAN Equity No No 1.75
Janus Henderson Horizon Asia-Pacific Property Income Fund A3 USD Property - Indirect Asia No Yes 1.95
BlackRock Global Funds - World Energy Fund A4 GBP Sector Equity Energy No No 2.05
Schroder International Selection Fund Global Corporate Bond A Distribution EUR Hedged Q Global Corporate Bond - EUR Hedged No No 1.06
Schroder International Selection Fund BIC (Brazil India China) A Distribution GBP AV Other Equity No No 1.87
BlackRock Global Funds - Euro Short Duration Bond Fund A3 EUR EUR Diversified Bond - Short Term No 0.87
Schroder International Selection Fund BIC (Brazil India China) A Accumulation USD Other Equity No No 1.87
MFS Meridian Funds - Global Total Return Fund I1 GBP USD Moderate Allocation No No 0.86
Natixis International Funds (Lux) I - Harris Associates U.S. Value Equity Fund R/A (EUR) US Large-Cap Value Equity No No 2.00
Natixis International Funds (Lux) I - Harris Associates U.S. Value Equity Fund R/D (USD) US Large-Cap Value Equity No No 2.00
Morgan Stanley Investment Funds NextGen Emerging Markets Fund AX Other Equity No 1.90
Invesco Funds - Invesco Euro Corporate Bond Fund A Monthly Distribution EUR EUR Corporate Bond No No 1.27
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