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 - Asia Ex-Japan Equity Portfolio A SGD H Acc Other Equity No No 2.05
Templeton Emerging Markets Dynamic Income Fund Z(acc)USD Global Emerging Markets Allocation No Yes 1.35
Fidelity Funds - US High Yield Fund A-Acc-EUR (hedged) Other Bond No 1.39
FTGF Brandywine Global Opportunistic Fixed Income Fund Class A US$ Accumulating Global Government Bond No No 1.45
Dimensional Global Core Equity Fund EUR Distributing Global Large-Cap Blend Equity No No 0.26
PIMCO GIS Diversified Income Fund H Institutional USD Accumulation Global Flexible Bond - USD Hedged No 0.86
Goldman Sachs Emerging Markets Debt Portfolio Other Currency Inc SGD-Hedged Other Bond No No 1.39
AB - Short Duration High Yield Portfolio B2 USD Acc Global High Yield Bond No 2.32
PIMCO GIS Diversified Income Fund Administrative USD Income Global Flexible Bond - USD Hedged No 1.19
AB - Short Duration High Yield Portfolio I2 USD Acc Global High Yield Bond No 0.77
PIMCO GIS Diversified Income Fund Institutional CHF (Hedged) Accumulation Global Flexible Bond - CHF Hedged No 0.69
AB - Short Duration High Yield Portfolio A2 EUR H Acc Global High Yield Bond - EUR Hedged No 1.32
AB - Short Duration High Yield Portfolio AT GBP H Inc Global High Yield Bond - GBP Hedged No 1.32
AB - Short Duration High Yield Portfolio BT USD Inc Global High Yield Bond No 2.32
AB - Short Duration High Yield Portfolio C2 USD Acc Global High Yield Bond No 1.77
AB - Short Duration High Yield Portfolio I2 EUR H Acc Global High Yield Bond - EUR Hedged No 0.77
Allianz Global Investors Fund - Allianz Asian Multi Income Plus AM HKD Asia Allocation No Yes 1.56
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 1.32
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