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
AB - Emerging Markets Debt Portfolio AT AUD H Inc Other Bond No No 1.36
AB - Emerging Markets Debt Portfolio S1 EUR H Acc Global Emerging Markets Bond - EUR Hedged No No 0.67
DWS Invest Top Dividend USD LC Global Equity Income No No 1.59
AB - American Income Portfolio I2 EUR H Acc Other Bond No 0.76
BlackRock Global Funds - Asian Tiger Bond Fund A2 SGD Hedged Other Bond No 1.21
Templeton Global Bond Fund A(Mdis)AUD-H1 Other Bond No Yes 1.35
Janus Henderson Capital Funds plc - Global Investment Grade Bond Fund Class A2 USD Global Corporate Bond - USD Hedged No 1.31
Janus Henderson Capital Funds plc - Global Investment Grade Bond Fund Class A3m USD Global Corporate Bond - USD Hedged No 1.33
AB - American Income Portfolio AT AUD H Inc Other Bond No 1.31
Templeton Global Bond Fund Z(Mdis)USD Global Flexible Bond No Yes 1.05
United G Strategic Fund Global Large-Cap Blend Equity No No 1.75
AB - Asia Ex-Japan Equity Portfolio AD EUR Inc Asia ex-Japan Equity No No 2.01
Fidelity Funds - Asian High Yield Fund A-DIST-EUR (hedged) Other Bond No No 1.40
PIMCO GIS Diversified Income Fund M Retail USD Income Global Flexible Bond - USD Hedged No 1.59
Fidelity Funds - Asian High Yield Fund Y-DIST-EUR (hedged) Other Bond No No 0.90
AB - Asia Ex-Japan Equity Portfolio C EUR Acc Asia ex-Japan Equity No No 2.46
FTGF Western Asset Global High Yield Fund Class A SGD Distributing (M) (Hedged) Plus Other Bond No 1.25
Capital Group Emerging Markets Total Opportunities (LUX) Bd Global Emerging Markets Allocation No No 1.90
FTGF Royce US Small Cap Opportunity Fund Class A SGD Accumulating US Small-Cap Equity No No 1.96
Capital Group Emerging Markets Total Opportunities (LUX) A7 Global Emerging Markets Allocation No No 0.80
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