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
Fidelity Funds - Global Multi Asset Income Fund A-Acc-EUR USD Moderate Allocation No No 1.74
Fidelity Funds - Asia Pacific Dividend Fund A-MINCOME(G)-HKD Asia-Pacific ex-Japan Equity Income No Yes 1.95
Manulife Global Fund - Asia Total Return Fund AA Asia Bond No 1.34
Eastspring Investments - Global EM Dynamic Fund - AS Global Emerging Markets Equity No Yes 1.80
Janus Henderson Capital Funds plc - Global Short Duration Income Opportunities Fund Class A4m USD Global Flexible Bond No 1.06
BlackRock Global Funds - Asian Growth Leaders Fund A2 AUD Hedged Other Equity No Yes 1.84
BNY Mellon Global Dynamic Bond Fund EUR W Acc Hedged Global Flexible Bond - EUR Hedged No 0.71
CT (Lux) - Global Technology Class ZU (Accumulation Shares) Sector Equity Technology No Yes 1.00
Manulife Global Asset Allocation - Growth A M-Distribution SGD Hedged Other Allocation No No 2.62
Janus Henderson Captial Funds plc - Global Short Duration Income Opportunities Fund Class A4m HSGD Other Bond No 1.06
BlackRock Global Funds - Fixed Income Global Opportunities Fund A2 CHF Hedged Global Flexible Bond - CHF Hedged No 1.22
Manulife Global Asset Allocation - Growth Fund USD Moderate Allocation No No 2.62
Allianz Global Investors Fund - Allianz European Equity Dividend Aktienzins A2 EUR Europe Equity Income No No 1.85
BlackRock Global Funds - Fixed Income Global Opportunities Fund A2 SEK Hedged Other Bond No 1.22
Fullerton Lux Funds - China A Equities Class I USD Cap China Equity - A Shares No No 1.63
Franklin Global Real Estate Fund Z(acc)USD Property - Indirect Global No Yes 1.39
Fullerton Lux Funds - China A Equities Class A USD Cap China Equity - A Shares No No 2.43
Capital Group Japan Equity Fund (LUX) Bh-USD Other Equity No No 1.72
Templeton Global Fund Z(acc)USD Global Large-Cap Blend Equity No No 1.20
Franklin U.S. Opportunities Fund A(acc)RMB-H1 Other Equity No Yes 1.81
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