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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 - Global Equity Income Fund D2 USD Global Equity Income No No 1.07
MFS Meridian Funds - Continental European Equity Fund WH1 GBP Other Equity No Yes 0.85
MFS Meridian Funds - European Value Fund WH1 GBP Other Equity No No 1.22
Matthews Asia Funds - China Fund I GBP Acc China Equity No Yes 1.00
Barings Emerging Markets Umbrella Fund - Barings Global Emerging Markets Fund Class I GBP Acc Global Emerging Markets Equity No Yes 1.00
Matthews Asia Funds - India Fund I GBP Acc India Equity No No 1.00
MFS Meridian Funds - European Value Fund I1 GBP Europe Large-Cap Blend Equity No No 0.94
BlackRock Global Funds - Continental European Flexible Fund D4 USD Hedged Other Equity No Yes 1.06
BlackRock Global Funds - Latin American Fund A4 Latin America Equity No No 2.08
Barings Eastern Trust - Class I GBP Inc Asia ex-Japan Equity No Yes 1.02
Barings Europe Select Trust - Class I GBP Inc Europe ex-UK Small/Mid-Cap Equity No Yes 0.82
BlackRock Global Funds - China Fund D4 GBP Hedged Other Equity No Yes 1.09
BlackRock Global Funds - Continental European Flexible Fund D4 GBP Hedged Other Equity No Yes 1.06
BlackRock Global Funds - China Fund D2 GBP Hedged Other Equity No Yes 1.10
BlackRock Global Funds - Continental European Flexible Fund D2 GBP Hedged Other Equity No Yes 1.06
BlackRock Global Funds - Latin American Fund D4 GBP Latin America Equity No No 1.33
BlackRock Global Funds - United Kingdom Fund D4 GBP UK Large-Cap Equity No No 1.08
BlackRock Global Funds - Euro-Markets Fund D4 GBP Eurozone Large-Cap Equity No Yes 1.07
BlackRock Global Funds - Global Equity Income Fund D5G GBP Global Equity Income No No 1.07
BlackRock Global Funds - Global Equity Income Fund D5G GBP Hedged Other Equity No No 1.07
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