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 - Short Duration High Yield Portfolio A2 EUR H Acc Global High Yield Bond - EUR Hedged No 1.30
AB - Short Duration High Yield Portfolio AT GBP H Inc Global High Yield Bond - GBP Hedged No 1.30
AB - Short Duration High Yield Portfolio BT USD Inc Global High Yield Bond No 2.30
AB - Short Duration High Yield Portfolio C2 USD Acc Global High Yield Bond No 1.75
AB - Short Duration High Yield Portfolio I2 EUR H Acc Global High Yield Bond - EUR Hedged No 0.75
Allianz Global Investors Fund - Allianz Asian Multi Income Plus AM HKD Asia Allocation No Yes 1.55
DWS Invest Top Dividend SGD LDQ Global Equity Income No No 1.59
PIMCO GIS Diversified Income Fund Administrative GBP (Hedged) Income Global Flexible Bond - GBP Hedged No 1.19
AB - Short Duration High Yield Portfolio AT EUR H Inc Global High Yield Bond - EUR Hedged No 1.30
Goldman Sachs Emerging Markets Debt Portfolio Base USD MDist Global Emerging Markets Bond No No 1.41
Schroder Asian Income SGD A Dis Asia Allocation No No 1.45
Fidelity Funds - US High Yield Fund Y-Acc-EUR (hedged) Other Bond No 0.89
Allianz Global Investors Fund - Allianz Euro High Yield Bond AT (H2-PLN) Other Bond No 1.40
AB - Short Duration High Yield Portfolio AT USD Inc Global High Yield Bond No 1.30
AB - Short Duration High Yield Portfolio A2 USD Acc Global High Yield Bond No 1.30
Capital Group Emerging Markets Total Opportunities (LUX) Bh-CHF Other Allocation No No 1.90
Templeton Global Bond Fund A(Mdis)CAD-H1 Other Bond No Yes 1.36
Templeton Global Bond Fund A(Ydis)CHF-H1 Global Flexible Bond - CHF Hedged No Yes 1.35
Templeton Global Bond Fund N(Mdis)USD Global Flexible Bond No Yes 2.05
HSBC Global Investment Funds - Global High Income Bond AM3HSGD Other Bond No 1.51
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