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
Jupiter European Growth Class L EUR A Inc Dist Europe Large-Cap Growth Equity No Yes 1.72
Jupiter European Growth Class D EUR A Inc Dist Europe Large-Cap Growth Equity No Yes 0.95
AXA World Funds - Europe Real Estate A Distribution Quarterly fl USD (Hedged) Property - Indirect Other No Yes 1.79
AXA World Funds - Europe Real Estate A Distribution Quarterly fl HKD (Hedged) Property - Indirect Other No Yes 1.79
BOCIP Hong Kong Value Fund Class A Hong Kong Equity No No 0.23
Jupiter Japan Select Class D USD Acc Japan Large-Cap Equity No Yes 0.95
UBS (Lux) Equity Fund - Greater China (USD) P-acc Greater China Equity No Yes 2.43
Schroder International Selection Fund EURO Equity A1 Accumulation EUR Eurozone Large-Cap Equity No Yes 2.33
Schroder International Selection Fund UK Equity A1 Accumulation GBP UK Flex-Cap Equity No Yes 1.95
MFS Meridian Funds - U.S. Concentrated Growth Fund C1 USD US Large-Cap Growth Equity No Yes 2.81
AB - International Health Care Portfolio A Acc Sector Equity Healthcare No Yes 1.96
AB - International Health Care Portfolio B Acc Sector Equity Healthcare No Yes 2.96
Jupiter Asia Pacific Income Fund L USD Acc Asia-Pacific ex-Japan Equity Income No No 1.91
BNY Mellon Asian Opportunities Fund USD C Acc Asia-Pacific ex-Japan Equity No Yes 1.25
BNY Mellon Global Opportunities Fd USD B Acc Global Large-Cap Blend Equity No Yes 1.66
AB - International Health Care Portfolio C Acc Sector Equity Healthcare No Yes 2.41
BNY Mellon Asian Opportunities Fund USD B Acc Asia-Pacific ex-Japan Equity No Yes 1.75
BNY Mellon Global Opportunities Fund USD A Acc Global Large-Cap Blend Equity No Yes 2.16
Invesco Funds - Invesco Greater China Equity Fund C Accumulation USD Greater China Equity No Yes 1.39
Morgan Stanley Investment Funds - Global Brands Fund A Global Large-Cap Blend Equity No Yes 1.84
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