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 - Systematic Global Equity High Income Fund D2 USD Global Equity Income No Yes 0.92
BlackRock Global Funds - Euro Short Duration Bond Fund D2 EUR EUR Diversified Bond - Short Term No 0.55
Fidelity Funds - Asian High Yield Fund Y-Acc-USD Asia High Yield Bond No No 0.90
BlackRock Global Funds - Euro Corporate Bond Fund D2 EUR EUR Corporate Bond No No 0.62
Fidelity Funds - Emerging Europe, Middle East and Africa Fund Y-Acc-USD Other Equity No No 1.09
BlackRock Global Funds - Swiss Small & MidCap Opportunities Fund A2 CHF Switzerland Small/Mid-Cap Equity No No 1.80
United Asia Pacific Infrastructure Fund Sector Equity Infrastructure No No 3.77
BlackRock Global Funds - Swiss Small & MidCap Opportunities Fund D2 CHF Switzerland Small/Mid-Cap Equity No No 1.05
Dimensional Global Targeted Value Fund USD Accumulation Global Small/Mid-Cap Equity No No 0.44
Aviva Investors - Global High Yield Bond Fund Ih EUR Acc Global High Yield Bond - EUR Hedged No 0.70
Templeton Frontier Markets Fund I(acc)USD Global Frontier Markets Equity No No 1.45
Aviva Investors - Global High Yield Bond Fund I USD Acc Global High Yield Bond No 0.70
Templeton Frontier Markets Fund N(acc)EUR-H1 Other Equity No No 3.02
Aviva Investors - Global High Yield Bond Fund A USD Acc Global High Yield Bond No 1.34
Templeton Frontier Markets Fund A(Ydis)USD Global Frontier Markets Equity No No 2.52
JPMorgan Investment Funds - Global High Yield Bond Fund A (mth) - USD USD High Yield Bond No 1.07
PIMCO GIS Diversified Income Fund Institutional USD Income Global Flexible Bond - USD Hedged No 0.69
Fidelity Funds - US High Yield Fund Y-Acc-USD USD High Yield Bond No 0.89
Aviva Investors - Global High Yield Bond Fund Ah EUR Acc Global High Yield Bond - EUR Hedged No 1.34
Templeton Frontier Markets Fund N(acc)EUR Global Frontier Markets Equity No No 3.03
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