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
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 1.01
Franklin NextStep Moderate Fund W(Mdis)EUR-H1 EUR Moderate Allocation - Global No No 1.01
Franklin NextStep Conservative Fund W(Mdis)USD USD Cautious Allocation No No 0.93
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund A6 USD Global Emerging Markets Bond - Local Currency No No 1.23
AB - RMB Income Plus Portfolio IT SGD Inc China Bond No No 0.86
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund A6 HKD Hedged Other Bond No No 1.23
United Global Stable Select Equity Fund - Class Z SGD Acc Global Large-Cap Blend Equity No Yes 0.32
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 No 1.23
Franklin NextStep Conservative Fund W(Mdis)EUR-H1 EUR Cautious Allocation - Global No No 0.93
abrdn SICAV I - Diversified Growth Fund A Acc EUR EUR Moderate Allocation - Global No 1.55
BGF Natural Resources Fund Class A3G USD Sector Equity Natural Resources No No 1.80
Fidelity Funds - Asian Bond Fund A-MINCOME(G)-SGD (hedged) Other Bond No No 1.05
PineBridge Global Dynamic Asset Allocation Fund ADC USD Flexible Allocation No Yes 1.98
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund A6 GBP Hedged Other Bond No No 1.23
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund A6 CAD Hedged Other Bond No No 1.23
Neuberger Berman Emerging Market Debt Blend Fund USD A Accumulating Class Global Emerging Markets Bond No No 1.58
Schroder International Selection Fund Japanese Equity A Distribution JPY AV Japan Large-Cap Blend Equity No Yes 1.60
Franklin U.S. Government Fund A(Mdis)USD USD Government Bond No Yes 1.01
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