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
PIMCO GIS Global Investment Grade Credit Fund Administrative CHF (Hedged) Accumulation Global Corporate Bond - CHF Hedged No 1.00
BNY Mellon Global Equity Income Fund USD A Acc Global Equity Income No No 2.12
Templeton Asian Smaller Companies Fund W(acc)USD Asia ex-Japan Small/Mid-Cap Equity No No 1.22
Eastspring Investments - Asian Equity Income Fund - AS (hedged) Other Equity No No 1.80
BNY Mellon Global Dynamic Bond Fund EUR H Acc Hedged Global Flexible Bond - EUR Hedged No 1.46
Amundi Funds - Asia Equity Focus A2 USD (C) Asia ex-Japan Equity No Yes 2.32
Fidelity Active Strategy - FAST - Asia Fund A-PF-ACC-USD Asia ex-Japan Equity No No 3.94
Franklin U.S. Government Fund W(Mdis)USD USD Government Bond No Yes 0.65
BNY Mellon Global Dynamic Bond Fund EUR H Inc Hedged Global Flexible Bond - EUR Hedged No 1.46
Allianz Global Investors Fund - Allianz Flexi Asia Bond AM (H2-GBP) Other Bond No 1.56
BlackRock Global Funds - Emerging Markets Corporate Bond Fund D2 USD Global Emerging Markets Corporate Bond No 0.97
BlackRock Global Funds - Emerging Markets Corporate Bond Fund A2 USD Global Emerging Markets Corporate Bond No 1.59
Amundi Funds - Emerging Markets Equity Focus A2 USD (C) Global Emerging Markets Equity No Yes 1.89
Allianz Global Investors Fund - Allianz Flexi Asia Bond AM (H2-EUR) Other Bond No 1.55
Fidelity Active Strategy - FAST - Asia Fund Y-PF-ACC-USD Asia ex-Japan Equity No No 3.09
Allianz Global Investors Fund - Allianz Flexi Asia Bond AM (H2-SGD) Other Bond No 1.56
AB - Emerging Market Corporate Debt Portfolio AT Inc Global Emerging Markets Corporate Bond No No 1.50
BNP Paribas Funds Japan Equity Privilege Distribution Japan Large-Cap Equity No Yes 1.09
Schroder Asian Investment Grade Credit Class RMB Hedged A Dis Other Bond No No 0.98
Franklin U.S. Government Fund W(acc)USD USD Government Bond No Yes 0.65
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