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
First Sentier Global Bond Fund Class I (Accumulation) USD Global Government Bond No No 1.25
Capital Group Global Bond Fund (LUX) C Global Diversified Bond No No 0.11
Schroder International Selection Fund Asian Opportunities I Accumulation USD Asia ex-Japan Equity No Yes 0.07
PineBridge Global Funds - US Large Cap Research Enhanced Fund Y US Large-Cap Blend Equity No No 1.21
Capital Group Emerging Markets Growth Fund (LUX) B Global Emerging Markets Equity No Yes 1.90
Goldman Sachs Global CORE Equity Portfolio Base Acc USD Close Global Large-Cap Blend Equity No Yes 1.37
Goldman Sachs Global Credit Portfolio (Hedged) Base Acc USD Global Corporate Bond - USD Hedged No No 1.13
Franklin Global Real Estate Fund I(acc)USD Property - Indirect Global No Yes 1.01
Schroder Alternative Solutions Commodity Fund A Accumulation EUR Hedged Commodities - Broad Basket No No 1.88
Eastspring Investments - Global Technology Fund - A Sector Equity Technology No Yes 2.00
PineBridge Global Funds - Global Focus Equity Fund A Global Large-Cap Blend Equity No Yes 1.90
Franklin Global Real Estate Fund C(Qdis)USD Property - Indirect Global No Yes 2.48
Schroder International Selection Fund Global Smaller Companies C Accumulation USD Global Small/Mid-Cap Equity No No 1.29
Franklin Global Real Estate Fund A(acc)USD Property - Indirect Global No Yes 1.90
Franklin Global Real Estate Fund N(acc)USD Property - Indirect Global No Yes 2.65
Schroder International Selection Fund Global Smaller Companies A Accumulation USD Global Small/Mid-Cap Equity No No 1.84
Templeton Asian Bond Fund C(Mdis)USD Asia Bond - Local Currency No Yes 2.24
Franklin Mutual Global Discovery Fund N(acc)EUR Global Large-Cap Value Equity No No 2.56
Eastspring Investments - Asian Equity Fund - A Asia ex-Japan Equity No Yes 1.80
Eastspring Investments - Asian Equity Fund - AS Asia ex-Japan Equity No Yes 1.80
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