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
Templeton Asian Growth Fund N(acc)EUR Asia ex-Japan Equity No Yes 2.65
Franklin Technology Fund A (Acc) EUR Sector Equity Technology No Yes 1.78
PIMCO Global Core Asset Allocation Fund Class A Global Moderate Allocation No Yes 1.46
Allianz Global Investors Fund - Allianz Global Opportunistic Bond AMg HKD Global Flexible Bond No 1.19
Allianz Global Investors Fund - Allianz Global Opportunistic Bond AMg USD Global Flexible Bond No 1.19
BlackRock Global Funds - Emerging Markets Equity Income Fund A6 SGD Hedged Other Equity No No 1.88
Franklin Diversified Conservative Fund I(acc) USD-H1 USD Cautious Allocation No No 0.76
Franklin Diversified Balanced Fund I(acc) USD-H1 USD Moderate Allocation No No 0.87
Franklin Diversified Dynamic Fund A(acc) SGD-H1 Other Allocation No Yes 1.78
Franklin Diversified Conservative Fund A(acc) SGD-H1 Other Allocation No No 1.50
Franklin Diversified Dynamic Fund I(acc) USD-H1 USD Aggressive Allocation No Yes 0.91
Goldman Sachs Global Real Estate Equity Portfolio Base USD Gross QDist Property - Indirect Global No Yes 1.90
Goldman Sachs Global Real Estate Equity Portfolio Base Acc USD Property - Indirect Global No Yes 1.90
Natixis International Funds (Lux) I - Ostrum Short Term Global High Income Fund H-R/D(EUR) Global High Yield Bond - EUR Hedged No 1.35
Pictet TR - Atlas HI JPY Long/Short Equity - Other No Yes 1.50
Pictet TR - Atlas HP CHF Long/Short Equity - Other No Yes 2.02
Pictet TR - Atlas HI CHF Long/Short Equity - Other No Yes 1.51
Fidelity Funds - European Multi Asset Income Fund A-MCDIST(G)-EUR EUR Moderate Allocation No No 1.53
Fidelity Funds - European Dividend Fund A-MCDIST(G)-EUR Europe Equity Income No No 1.94
Allspring (Lux) Worldwide Fund - USD Investment Grade Credit Fund I USD Net Inc USD Corporate Bond No Yes 0.40
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