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
BlackRock Global Funds - Fixed Income Global Opportunities Fund A4 EUR Hedged Global Flexible Bond - EUR Hedged No 1.22
Fullerton Lux Funds Asian Short Duration Bonds I USD Cap Asia Bond No No 0.62
Dimensional Global Short-Term Investment Grade Fixed Income Fund EUR Accumulation Global Corporate Bond - EUR Hedged No No 0.30
Allianz Global Investors Fund - Allianz European Equity Dividend AM EUR Europe Equity Income No No 1.85
Franklin Global Real Estate Fund W(Qdis)USD Property - Indirect Global No Yes 1.04
abrdn SICAV I - North American Smaller Companies Fund A Acc USD US Small-Cap Equity No No 1.67
Fidelity Funds - Global Multi Asset Income Fund A-Acc-EUR (hedged) EUR Moderate Allocation - Global No No 1.75
Fullerton Lux Funds Asian Short Duration Bonds A SGD Hedged Dis Other Bond No No 1.03
Fidelity Funds - Global Multi Asset Income Fund Y-QINCOME(G)-EUR (hedged) EUR Moderate Allocation - Global No No 1.05
PIMCO GIS Capital Securities Fund E Class EUR (Hedged) Accumulation Other Bond No Yes 1.69
Fullerton Lux Funds Asian Short Duration Bonds A USD Cap Asia Bond No No 1.01
Fidelity Funds - European Smaller Companies Fund A-Acc-USD (hedged) Other Equity No Yes 1.91
BlackRock Global Funds - Fixed Income Global Opportunities Fund A1 Global Flexible Bond - USD Hedged No 1.22
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund D3 GBP Hedged Other Bond No No 0.73
BlackRock Global Funds - Emerging Markets Corporate Bond Fund D3 GBP Hedged Global Emerging Markets Corporate Bond - GBP Hedged No 0.94
BlackRock Global Funds - European Equity Income Fund A5G USD Hedged Other Equity No Yes 1.82
UBS (Lux) Investment SICAV - China A Opportunity (USD) P-acc USD China Equity - A Shares No No 2.06
PIMCO GIS Capital Securities Fund M Retail SGD (Hedged) Income II Other Bond No Yes 1.70
BlackRock Global Funds - Fixed Income Global Opportunities Fund A3 Global Flexible Bond - USD Hedged No 1.22
Templeton European Opportunities Fund A(acc)USD-H1 Other Equity No No 1.85
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