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 U.S. Government Fund AX(acc)USD USD Government Bond No Yes 1.21
Franklin U.S. Low Duration Fund C(Mdis)USD USD Diversified Bond - Short Term No 1.58
Allianz Global Investors Fund - Allianz Best Styles Euroland Equity I EUR Eurozone Large-Cap Equity No No 0.72
Franklin Mutual European Fund C(acc)USD Europe Large-Cap Value Equity No No 2.40
AB - India Growth Portfolio I Acc India Equity No No 1.35
AB - Global Equity Blend Portfolio B Acc Global Large-Cap Blend Equity No No 3.01
Schroder International Selection Fund Global Equity C Accumulation USD Global Large-Cap Blend Equity No Yes 0.63
Franklin U.S. Dollar Short-Term Money Market Fund C(acc)USD USD Money Market - Short Term No Yes 1.24
AB - Global Equity Blend Portfolio I Acc Global Large-Cap Blend Equity No No 1.21
PineBridge Asia ex Japan Equity Fund Y Asia ex-Japan Equity No Yes 1.19
PineBridge Global Dynamic Asset Allocation Fund A USD Flexible Allocation No Yes 1.98
Schroder International Selection Fund Global Equity Alpha A Accumulation USD Global Large-Cap Blend Equity No Yes 1.83
First Sentier Global Bond Fund Class III (Accumulation) USD Global Government Bond No 0.55
AB - American Growth Portfolio I Acc US Large-Cap Growth Equity No Yes 0.93
AB - Global Equity Blend Portfolio C Acc Global Large-Cap Blend Equity No No 2.46
BlackRock Global Funds - Euro Bond Fund A3 EUR Diversified Bond No 0.94
BlackRock Global Funds - US Dollar Bond Fund A3 USD USD Diversified Bond No 1.05
Schroder International Selection Fund Global Equity Yield C Accumulation USD Global Equity Income No No 1.06
Schroder International Selection Fund Global Equity C Distribution USD AV Global Large-Cap Blend Equity No Yes 0.63
Franklin U.S. Low Duration Fund AX(acc)USD USD Diversified Bond - Short Term No 1.00
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