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
Franklin Mutual European Fund W(Ydis)EUR Europe Large-Cap Value Equity No No 1.00
Capital Group Global Bond Fund (LUX) Zd Global Diversified Bond No No 0.60
Neuberger Berman US Real Estate Securities Fund SGD A Accumulating Class - Hedged Property - Indirect Other No Yes 1.74
Templeton Global Fund W(Ydis)USD Global Large-Cap Blend Equity No No 0.90
Natixis International Funds (Lux) I - Ostrum Euro High Income Fund I/D (EUR) EUR High Yield Bond No 0.63
JPMorgan Funds - Asia Pacific Equity Fund A (acc) - SGD Asia-Pacific ex-Japan Equity No Yes 1.80
Schroder International Selection Fund Indian Opportunities A Accumulation USD India Equity No No 1.86
Schroder International Selection Fund Indian Opportunities I Accumulation USD India Equity No No 0.08
Schroder International Selection Fund Indian Opportunities C Accumulation USD India Equity No No 1.06
Fidelity Active Strategy - FAST - Global Fund Y-PF-ACC-USD Global Flex-Cap Equity No No 1.05
AB - Global Real Estate Securities Portfolio AD USD Inc Property - Indirect Global No Yes 1.85
AB - Global Real Estate Securities Portfolio AD AUD H Inc Property - Indirect Other No Yes 1.85
Schroder International Selection Fund Global Multi-Asset Income A Accumulation SGD Hedged Other Allocation No No 1.59
AB - Global Real Estate Securities Portfolio AD SGD H Inc Property - Indirect Other No Yes 1.85
Templeton European Opportunities Fund W(acc)EUR Europe Flex-Cap Equity No No 1.07
Fidelity Active Strategy - FAST - Global Fund A-PF-ACC-USD Global Flex-Cap Equity No No 3.91
Schroder International Selection Fund Global Multi-Asset Income A Accumulation SGD USD Cautious Allocation No No 1.56
Fidelity Funds - Global Thematic Opportunities Fund Y-DIST-EUR Global Large-Cap Growth Equity No No 1.05
Fidelity Funds - Global Financial Services Fund Y-DIST-EUR Sector Equity Financial Services No No 1.05
Allianz Global Investors Fund - Allianz European Equity Dividend AM (H2-AUD) Other Equity No No 1.85
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