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
Schroder International Selection Fund Japanese Opportunities C Distribution JPY AV Japan Flex-Cap Equity No No 1.31
FTGF Western Asset US Government Liquidity Fund Class A US$ Accumulating USD Money Market - Short Term No Yes 0.65
Fidelity Funds - Japan Growth Fund I-Acc-JPY Japan Flex-Cap Equity No Yes 0.91
Templeton Growth (Euro) Fund A(Ydis)USD Global Large-Cap Blend Equity No No 1.79
DWS Invest Global Agribusiness USD FC Sector Equity Agriculture No Yes 0.89
BlackRock Global Funds - Emerging Markets Bond Fund D2 Global Emerging Markets Bond No 0.85
Franklin Strategic Income Fund A(acc)USD USD Flexible Bond No 1.35
BlackRock Global Funds - Systematic Global Equity High Income Fund A2 Hedged EUR Other Equity No No 1.80
PIMCO GIS Diversified Income Fund Investor EUR (Hedged) Accumulation Global Flexible Bond - EUR Hedged No 1.04
PineBridge Global Funds - US Large Cap Research Enhanced Fund A US Large-Cap Blend Equity No No 1.70
PIMCO GIS Diversified Income Fund E Class EUR (Hedged) Accumulation Global Flexible Bond - EUR Hedged No 1.59
Templeton Global Bond Fund A(Ydis)EUR Global Flexible Bond No Yes 1.35
Manulife Global Fund - U.S. Special Opportunities Fund AA USD High Yield Bond No 1.26
BlackRock Global Funds - Systematic Global Equity High Income Fund A5 Hedged EUR Other Equity No No 1.80
Franklin Strategic Income Fund C(Mdis)USD USD Flexible Bond No 1.93
Franklin Strategic Income Fund A(Mdis)EUR USD Flexible Bond No 1.35
Allianz Global Investors Fund - Allianz GEM Equity High Dividend I EUR Global Emerging Markets Equity No No 1.29
Eastspring Investments - Asian Bond Fund - ADQ Asia Bond No 1.30
Templeton Global Bond Fund I(Ydis)EUR Global Flexible Bond No Yes 1.11
BlackRock Global Funds - World Energy Fund D2 Sector Equity Energy No No 1.30
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