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
Fidelity Funds - Global Financial Services Fund A-Acc-EUR Sector Equity Financial Services No No 1.90
PineBridge Asia ex Japan Equity Fund Class A2HD Inc Other Equity No Yes 2.12
Franklin Flexible Alpha Bond Fund I(Acc)EUR Global Flexible Bond No 0.50
Franklin Flexible Alpha Bond Fund N(Acc)EUR Global Flexible Bond No 1.99
Franklin Flexible Alpha Bond Fund A(Acc)EUR Global Flexible Bond No 1.39
Franklin Flexible Alpha Bond Fund I(Acc)USD Global Flexible Bond No 0.50
Allianz Global Investors Fund - Allianz Best Styles Global Equity IT USD Global Large-Cap Blend Equity No No 0.71
Allianz Global Investors Fund - Allianz Best Styles Global Equity AT (H-EUR) Other Equity No No 1.35
Fidelity Funds - Global Focus Fund A-Acc-USD Global Large-Cap Blend Equity No No 1.91
Allianz Global Investors Fund - Allianz Global Equity Unconstrained IT USD Global Large-Cap Growth Equity No Yes 1.09
Franklin NextStep Moderate Fund W(Mdis)USD USD Moderate Allocation No No 1.06
Franklin NextStep Moderate Fund W(Mdis)EUR-H1 EUR Moderate Allocation - Global No No 1.06
Franklin NextStep Conservative Fund W(Mdis)USD USD Cautious Allocation No No 0.94
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund A6 USD Global Emerging Markets Bond - Local Currency No 1.27
AB - RMB Income Plus Portfolio IT SGD Inc China Bond No No 0.84
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund A6 HKD Hedged Other Bond No 1.27
United Global Stable Select Equity Fund - Class Z SGD Acc Global Large-Cap Blend Equity No No 0.44
BNY Mellon Global Equity Income Fund EUR A Inc Global Equity Income No No 2.12
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund A8 NZD Hedged Other Bond No 1.27
Franklin NextStep Conservative Fund W(Mdis)EUR-H1 EUR Cautious Allocation - Global No No 0.94
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