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
FTGF Western Asset US Core Plus Bond Fund Class A US$ Distributing (M) Plus USD Diversified Bond No 1.28
Capital Group New Perspective Fund (LUX) A7 Global Large-Cap Growth Equity No Yes 0.48
PIMCO GIS Capital Securities Fund Investor EUR (Hedged) Accumulation Other Bond No Yes 1.14
BNY Mellon Global Credit Fund USD W Acc Global Corporate Bond - USD Hedged No No 0.47
BNY Mellon Global Credit Fund EUR H Acc Hedged Global Corporate Bond - EUR Hedged No No 1.07
Capital Group New Perspective Fund (LUX) A4 Global Large-Cap Growth Equity No Yes 0.58
Fidelity Funds - Flexible Bond Fund Y-DIST-EUR (EUR/GBP hedged) Global Flexible Bond - EUR Hedged No No 0.80
Fidelity Funds - Asia Pacific Strategic Income Fund A-MINCOME(G)-USD Asia Bond No 1.45
United Income Focus Trust - Class USD Acc USD Moderate Allocation No No 1.65
Neuberger Berman Emerging Market Debt Blend Fund EUR A Accumulating Class - Hedged Global Emerging Markets Bond - EUR Hedged No No 1.58
Fidelity Funds - Flexible Bond Fund Y-Acc-EUR Global Flexible Bond - GBP Hedged No No 0.80
Fidelity Funds - Asian Bond Fund A-HMDIST(G)-AUD (hedged) Other Bond No No 1.05
Allianz Global Investors Fund - Allianz Japan Equity AT (H-USD) Other Equity No No 1.85
Fidelity Funds - Asian Bond Fund A-MINCOME(G)-USD Asia Bond No No 1.05
Allianz Global Investors Fund - Allianz European Equity Dividend AM (H2-NZD) Other Equity No No 1.85
Nikko AM Japan Dividend Equity Fund SGD Class Japan Large-Cap Value Equity No No 1.73
Fidelity Funds - Global Multi Asset Income Fund A-MINCOME(G)-SGD (SGD/USD hedged) Other Allocation No No 1.75
Pictet-CHF Bonds J CHF CHF Bond No Yes 0.31
Nikko AM Shenton Singapore Dividend Equity Fund - MYR Class Singapore Equity No No 1.43
Franklin Flexible Alpha Bond Fund A(Acc)USD Global Flexible Bond No 1.39
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