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
Schroder International Selection Fund Global Bond A Accumulation USD Hedged Global Diversified Bond - USD Hedged No 1.04
BlackRock Global Funds - Emerging Markets Corporate Bond Fund A2 EUR Hedged Global Emerging Markets Corporate Bond - EUR Hedged No 1.59
Schroder International Selection Fund Global Multi-Asset Income A Distribution SGD Hedged Other Allocation No No 1.60
Fidelity Funds - Global Income Fund A-MINCOME(G)-USD Global Flexible Bond No 1.32
Fidelity Funds - Global Multi Asset Income Fund A-MINCOME(G)-HKD USD Moderate Allocation No No 1.74
Schroder International Selection Fund Global Multi-Asset Income A Distribution GBP Hedged GBP Allocation 20-40% Equity No No 1.60
Amundi Funds - Asia Equity Focus A2 USD AD (D) Asia ex-Japan Equity No Yes 2.32
BlackRock Global Funds - World Real Estate Securities Fund A2 USD Property - Indirect Global No Yes 1.85
BlackRock Global Funds - US Growth Fund A4 EUR US Large-Cap Growth Equity No Yes 1.81
Templeton Asian Bond Fund A(Mdis)AUD-H1 Other Bond No Yes 1.42
Aviva Investors - Emerging Markets Local Currency Bond Fund Ia EUR Inc Global Emerging Markets Bond - Local Currency No No 0.73
Schroder International Selection Fund Global Multi-Asset Income A Distribution AUD Hedged Other Allocation No No 1.60
Fidelity Funds - Global Multi Asset Income Fund A-Acc-HKD USD Moderate Allocation No No 1.74
Fidelity Funds - Global Multi Asset Income Fund A-MINCOME(G)-USD USD Moderate Allocation No No 1.74
Schroder International Selection Fund Japanese Equity C Accumulation USD Hedged Other Equity No Yes 1.08
Fidelity Funds - Global Multi Asset Income Fund A-Acc-USD USD Moderate Allocation No No 1.74
Fidelity Funds - Global Income Fund A-Acc-USD Global Flexible Bond No 1.32
Eastspring Investments - Global Market Navigator Fund - ASDMC1 (hedged) Other Allocation No Yes 1.60
Fidelity Funds - Global Multi Asset Income Fund A-QINCOME(G)-SGD USD Moderate Allocation No No 1.74
BNY Mellon Global Equity Income Fund EUR H Inc Hedged Other Equity No No 2.12
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