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 - China High Yield Fund Y-DIST-USD Greater China High Yield Bond No No 0.96
Fidelity Funds - Asian Bond Fund A-HMDIST(G)-AUD (hedged) Other Bond No No 1.05
Allspring (Lux) Worldwide Fund - U.S. Short-Term High Yield Bond Fund A USD Inc USD High Yield Bond No 1.15
BlackRock Global Funds - Global Multi-Asset Income Fund A2 CHF Hedged CHF Moderate Allocation No 1.79
BlackRock Global Funds - Global Multi-Asset Income Fund D4G CHF Hedged CHF Moderate Allocation No 0.89
Fidelity Funds - Asian Bond Fund A-MINCOME(G)-USD Asia Bond No No 1.05
BlackRock Global Funds - Global Multi-Asset Income Fund D2 CHF Hedged CHF Moderate Allocation No 0.88
Allspring (Lux) Worldwide Fund - U.S. Short-Term High Yield Bond Fund I USD Inc USD High Yield Bond No 0.70
Fidelity Funds - Asian Bond Fund A-MINCOME(G)-HKD Asia Bond No No 1.05
BlackRock Global Funds - Global Multi-Asset Income Fund A4G CHF Hedged CHF Moderate Allocation No 1.79
Allianz Global Investors Fund - Allianz US Equity Plus AM USD US Large-Cap Growth Equity No Yes 1.85
Schroder International Selection Fund Global Gold A Accumulation EUR Hedged Other Equity No No 1.87
BlackRock Global Funds - Emerging Markets Bond Fund A8 NZD Hedged Other Bond No 1.47
BlackRock Global Funds - Emerging Markets Bond Fund A6 CAD Hedged Other Bond No 1.47
Fidelity Funds - Asia Pacific Multi Asset Growth & Income Fund A-Acc-USD Asia Allocation No No 1.77
Schroder International Selection Fund Global Gold A Accumulation SGD Hedged Other Equity No No 1.87
Schroder International Selection Fund Global Gold A Accumulation USD Sector Equity Precious Metals No No 1.84
BlackRock Global Funds - Global Corporate Bond Fund A2 SGD Hedged Other Bond No No 1.01
First Eagle Amundi Income Builder Fund Class AS-MD Shares USD Moderate Allocation No No 1.65
First Eagle Amundi Income Builder Fund Class AS-C Shares USD Moderate Allocation No No 1.65
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