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
Fidelity Funds - Global Dividend Fund A-MINCOME(G)-HKD Global Equity Income No Yes 1.89
FSSA Indian Subcontinent Fund Class III (Accumulation) USD India Equity No No 1.14
MFS Meridian Funds - Global Concentrated Fund WH1 GBP Other Equity No Yes 1.35
BlackRock Global Funds - Euro-Markets Fund D4 EUR Eurozone Large-Cap Equity No Yes 1.07
BNP Paribas Funds Europe Small Cap Classic USD Capitalisation Europe Mid-Cap Equity No Yes 2.23
FSSA Greater China Growth Fund Class III (Accumulation) USD Greater China Equity No Yes 1.07
Allianz Global Investors Fund - Allianz Euroland Equity Growth WT EUR Eurozone Large-Cap Equity No Yes 0.66
FSSA Greater China Growth Fund Class III (Distributing) USD Greater China Equity No Yes 1.07
Schroder International Selection Fund Asian Local Currency Bond A Accumulation EUR Asia Bond - Local Currency No No 1.20
MFS Meridian Funds - Prudent Wealth Fund AH1 EUR EUR Moderate Allocation - Global No Yes 2.04
BNP Paribas Funds Europe Small Cap Privilege Distribution Europe Mid-Cap Equity No Yes 1.23
MFS Meridian Funds - Prudent Wealth Fund IH1 EUR EUR Moderate Allocation - Global No Yes 1.05
MFS Meridian Funds - Prudent Wealth Fund N1 USD USD Moderate Allocation No Yes 2.52
MFS Meridian Funds - Global Concentrated Fund N1 USD Global Large-Cap Blend Equity No Yes 2.57
MFS Meridian Funds - U.S. Concentrated Growth Fund N1 USD US Large-Cap Growth Equity No Yes 2.56
FTGF ClearBridge US Aggressive Growth Fund Class A Euro Accumulating (Hedged) Other Equity No Yes 1.79
BlackRock Global Funds - Euro-Markets Fund D2 CHF Hedged Other Equity No Yes 1.07
BNP Paribas Funds Euro Equity Classic Distribution Eurozone Large-Cap Equity No No 1.98
BNP Paribas Funds Euro Equity Classic Capitalisation Eurozone Large-Cap Equity No No 1.98
BNP Paribas Funds Euro Equity Privl Capitalisation Eurozone Large-Cap Equity No No 1.08
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