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
|
Ongoing Charges %
|
Morningstar Rating for Funds
|
---|---|---|---|---|---|---|
Thesis Lavaud Inc | USD Aggressive Allocation | No | Yes | 1.18 | ||
MFS Meridian Funds - Global Equity Fund W1 USD | Global Large-Cap Blend Equity | No | Yes | 1.15 | ||
Amundi Funds - Global Inflation Short Duration Bond M EUR (C) | Global Inflation-Linked Bond - EUR Hedged | No | — | 0.46 | ||
iShares EMU Index Fund (IE) Flexible Acc EUR | Eurozone Large-Cap Equity | No | No | 0.12 | ||
Franklin Mutual U.S. Value Fund Z(acc)USD | US Large-Cap Value Equity | No | No | 1.34 | ||
FTGF ClearBridge US Appreciation Fund Class F US$ Accumulating | US Large-Cap Blend Equity | No | No | 1.14 | ||
FTGF ClearBridge US Appreciation Fund Class F US$ Distributing (A) | US Large-Cap Blend Equity | No | No | 1.11 | ||
BlackRock Global Funds - Latin American Fund A2 PLN Hedged | Other Equity | No | No | 2.09 | ||
JPMorgan Funds - Emerging Markets Opportunities Fund I (acc) - USD | Global Emerging Markets Equity | No | Yes | 0.92 | ||
PIMCO GIS Dynamic Bond Fund Administrative EUR (Hedged) Accumulation | Global Flexible Bond - EUR Hedged | No | Yes | 1.4 | ||
Robeco Emerging Markets Equities I $ | Global Emerging Markets Equity | No | Yes | 0.97 | ||
BL-Global Equities BI EUR Acc | Global Large-Cap Growth Equity | No | Yes | 0.73 | ||
C WorldWide Global Equities 5A | Global Large-Cap Growth Equity | No | Yes | 1.64 | ||
PIMCO GIS Dynamic Bond Fund Institutional Income | Global Flexible Bond - USD Hedged | No | Yes | 0.9 | ||
Thesis Lavaud Acc | USD Aggressive Allocation | No | Yes | 1.18 | ||
C WorldWide Global Equities Ethical 5B | Global Large-Cap Growth Equity | No | Yes | 1.63 | ||
MFS Meridian Funds - U.S. Government Bond Fund W1 USD | USD Government Bond | No | — | 0.58 | ||
MFS Meridian Funds - Emerging Markets Debt Local Currency Fund W1 USD | Global Emerging Markets Bond - Local Currency | No | No | 0.9 | ||
FTGF ClearBridge US Appreciation Fund Class E US$ Distributing (A) | US Large-Cap Blend Equity | No | No | 2.46 | ||
Robeco Chinese Equities I $ | China Equity | No | Yes | 1.02 | ||