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 - Global Multi-Asset Income Fund A6 USD USD Moderate Allocation No 1.80
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 - Global Multi-Asset Income Fund D2 USD USD Moderate Allocation No 0.90
BlackRock Global Funds - Euro Short Duration Bond Fund D3 GBP Hedged Other Bond No 0.55
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 1.81
BlackRock Global Funds - Systematic Global Equity High Income Fund A8 Hedged CNH Other Equity No Yes 1.81
AB - All Market Income Portfolio AD SGD H Inc Other Allocation No No 1.81
AB - All Market Income Portfolio AD NZD H Inc Other Allocation No No 1.81
BlackRock Global Funds - Global Corporate Bond Fund A2 SEK Hedged Other Bond No No 1.11
AB - All Market Income Portfolio AD EUR H Inc EUR Moderate Allocation - Global No No 1.81
AB - All Market Income Portfolio AD GBP H Inc GBP Allocation 40-60% Equity No No 1.81
Franklin Euro High Yield Fund A(Mdis)USD-H1 Other Bond No 1.34
Franklin Strategic Income Fund A(Mdis)SGD-H1 Other Bond No 1.35
AB - European Income Portfolio A2 USD H Acc Other Bond No 1.38
First Eagle Amundi Income Builder Fund Class AHG-QD Shares GBP Allocation 40-60% Equity No No 1.85
Natixis International Funds (Lux) I - Harris Associates U.S. Value Equity Fund R/A (H-SGD) Other Equity No No 2.00
Neuberger Berman Emerging Market Debt - Hard Currency Fund SGD A (Monthly) Distributing Class Other Bond No 1.50
Neuberger Berman Emerging Market Debt - Hard Currency Fund USD A (Monthly) Distributing Class Global Emerging Markets Bond No 1.49
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