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 - Asian High Yield Fund Y-MDIST-USD Asia High Yield Bond No No 0.90
Eastspring Investments - Japan Dynamic Fund - RG Japan Large-Cap Equity No No 1.00
Eastspring Investments - Japan Dynamic Fund - CE Japan Large-Cap Equity No No 0.90
Fidelity Funds - Asian High Yield Fund Y-Acc-EUR Asia High Yield Bond No No 0.91
BlackRock Global Funds - Swiss Small & MidCap Opportunities Fund D3 CHF Switzerland Small/Mid-Cap Equity No No 1.06
First Eagle Amundi Income Builder Fund Class AU2-MD Shares USD Moderate Allocation No No 1.65
Dimensional U.S. Core Equity Fund USD Accumulation US Large-Cap Blend Equity No No 0.20
Eastspring Investments - Asian Bond Fund - ASDM (hedged) Other Bond No 1.30
UBS (Lux) Key Selection SICAV - China Allocation Opportunity (USD) (AUD hedged) P-6%-mdist Other Allocation No No 1.96
Fidelity Funds - US High Yield Fund Y-MINCOME-USD USD High Yield Bond No 0.89
Eastspring Investments - Japan Dynamic Fund - CG Japan Large-Cap Equity No No 0.90
Allianz Global Investors Fund - Allianz GEM Equity High Dividend AMg USD Global Emerging Markets Equity No No 2.30
BlackRock Global Funds - Global Multi-Asset Income Fund A4G USD USD Moderate Allocation No 1.80
Allianz Global Investors Fund - Allianz Asian Multi Income Plus AMg (H2-SGD) Other Allocation No Yes 1.56
Allianz Global Investors Fund - Allianz Asian Multi Income Plus AMg (H2-GBP) Other Allocation No Yes 1.55
Fidelity Funds - Asian High Yield Fund Y-MINCOME-USD Asia High Yield Bond No No 0.90
Fidelity Funds - Asian Bond Fund Y-QDIST-USD Asia Bond No No 0.64
Eastspring Investments - Japan Dynamic Fund - CJ Japan Large-Cap Equity No No 0.90
abrdn SICAV I - Indian Bond Fund A MInc USD Other Bond No Yes 1.17
Allianz Global Investors Fund - Allianz GEM Equity High Dividend AMg HKD Global Emerging Markets Equity No No 2.30
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