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
Ninety One Global Strategy Fund - Global Quality Dividend Growth Fund A Inc USD Global Equity Income No Yes 1.90
Schroder International Selection Fund UK Equity A Distribution USD AV UK Flex-Cap Equity No Yes 1.45
MFS Meridian Funds - Prudent Wealth Fund I1 EUR USD Moderate Allocation No Yes 1.03
Fidelity Funds - China Consumer Fund A-Acc-USD China Equity No Yes 1.91
MFS Meridian Funds - Prudent Wealth Fund W1 USD USD Moderate Allocation No Yes 1.27
Fidelity Funds - China Consumer Fund A-DIST-USD China Equity No Yes 1.91
MFS Meridian Funds - Prudent Wealth Fund A1 EUR USD Moderate Allocation No Yes 2.02
Fidelity Funds - China Consumer Fund Y-Acc-USD China Equity No Yes 1.06
MFS Meridian Funds - Prudent Wealth Fund WH1 GBP GBP Allocation 40-60% Equity No Yes 1.32
BlackRock Global Funds - Euro-Markets Fund A2 CHF Hedged Other Equity No Yes 1.82
Schroder International Selection Fund Hong Kong Equity A Accumulation USD Hong Kong Equity No Yes 1.83
Fidelity Funds - China Consumer Fund A-Acc-HKD China Equity No Yes 1.91
Invesco Funds - Invesco India Equity Fund A Accumulation HKD India Equity No No 2.07
Morgan Stanley Investment Funds - Global Brands Fund AH (CHF) Other Equity No Yes 1.87
Fidelity Funds - Global Dividend Fund A-MINCOME(G)-EUR Global Equity Income No Yes 1.89
Fidelity Funds - Global Dividend Fund Y-Acc-USD Global Equity Income No Yes 1.04
Fidelity Funds - Global Dividend Fund A-MINCOME(G)-USD Global Equity Income No Yes 1.89
Fidelity Funds - Global Dividend Fund A-Acc-EUR (hedged) Other Equity No Yes 1.89
Fidelity Funds - Global Dividend Fund Y-Acc-EUR (hedged) Other Equity No Yes 1.04
Fidelity Funds - Global Dividend Fund A-Acc-USD Global Equity Income No Yes 1.89
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