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
Natixis International Funds (Lux) I - Ostrum Short Term Global High Income Fund R/A (USD) Global High Yield Bond No 1.44
Janus Henderson Horizon Global Property Equities Fund A3q SGD Property - Indirect Global No Yes 2.04
Manulife Global Fund - Dragon Growth Fund AA Hong Kong Equity No Yes 1.66
PIMCO GIS Income Fund Investor EUR (Hedged) Income A Global Flexible Bond - EUR Hedged No Yes 0.90
BlackRock Global Funds - China Fund A2 HKD China Equity No Yes 1.82
Franklin India Fund AS(acc)SGD India Equity No No 1.70
Franklin Global Multi-Asset Income Fund A(Mdis)EUR EUR Moderate Allocation - Global No No 1.76
LionGlobal Short Duration Bond Fund Class I (USD-Hedged) (Dist) Other Bond No 0.32
LionGlobal Short Duration Bond Fund Class A (USD-Hedged) (Dist) Other Bond No 0.57
Ninety One Global Strategy Fund - Global Managed Income Fund A Inc-2 EUR Hedged(Reference) EUR Cautious Allocation - Global No Yes 1.60
Goldman Sachs Eurozone Equity Income - P Cap USD (hedged i) Other Equity No No 1.82
BNP Paribas Flexi I US Mortgage IH GBP Capitalisation Other Bond No 0.49
JPMorgan Funds - Multi-Manager Alternatives Fund A (acc) - USD Multistrategy USD No Yes 2.52
JPM Global Macro Opportunities A (acc) - SGD (hedged) Macro Trading Other No Yes 1.45
PIMCO GIS Global Bond Fund E Class EUR (Hedged) Income Global Diversified Bond - EUR Hedged No 1.40
JPM Global Macro Opportunities A (acc) - AUD (hedged) Macro Trading Other No Yes 1.47
Allianz Global Investors Fund - Allianz China Equity RT USD China Equity No Yes 1.43
Schroder International Selection Fund EURO Equity C Accumulation CHF Hedged Other Equity No Yes 1.07
FTGF ClearBridge US Large Cap Growth Fund Class A Euro Accumulating (Hedged) Other Equity No Yes 1.71
FTGF Western Asset US Core Plus Bond Fund Class A US$ Distributing (M) Plus USD Diversified Bond No 1.28
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