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 - Euro Short Duration Bond Fund A2 CHF Hedged Other Bond No 0.86
BlackRock Global Funds - Euro Short Duration Bond Fund D4 GBP Hedged Other Bond No 0.52
BlackRock Global Funds - World Energy Fund D4 Sector Equity Energy No No 1.30
Templeton Global Bond Fund W(Mdis)GBP-H1 Global Flexible Bond - GBP Hedged No Yes 0.86
Templeton Emerging Markets Bond Fund W(Qdis)GBP-H1 Other Bond No Yes 0.95
Templeton Frontier Markets Fund W(acc)GBP Global Frontier Markets Equity No 1.53
Templeton Global Bond Fund W(Mdis)GBP Global Flexible Bond No Yes 0.86
Templeton Global Bond Fund W(acc)USD Global Flexible Bond No Yes 0.86
Allspring (Lux) Worldwide Fund - U.S. Short-Term High Yield Bond Fund A USD Acc USD High Yield Bond No 1.20
BlackRock Global Funds - Euro Short Duration Bond Fund D3 GBP Hedged Other Bond No 0.52
Templeton Global Bond Fund W(Mdis)USD Global Flexible Bond No Yes 0.85
AB - All Market Income Portfolio AD CAD H Inc Other Allocation No No 1.78
BlackRock Global Funds - Systematic Global Equity High Income Fund A8 Hedged CNH Other Equity No No 1.80
AB - All Market Income Portfolio AD SGD H Inc Other Allocation No No 1.78
AB - All Market Income Portfolio AD NZD H Inc Other Allocation No No 1.78
BlackRock Global Funds - Global Corporate Bond Fund A2 SEK Hedged Other Bond No No 1.00
AB - All Market Income Portfolio AD EUR H Inc EUR Moderate Allocation - Global No No 1.78
AB - All Market Income Portfolio AD GBP H Inc GBP Allocation 40-60% Equity No No 1.78
Franklin Strategic Income Fund A(Mdis)SGD-H1 Other Bond No 1.35
First Eagle Amundi Income Builder Fund Class AHG-QD Shares GBP Allocation 40-60% Equity No No 2.11
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