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
Capital Group Global High Income Opportunities (LUX) Bh-EUR Global Flexible Bond - EUR Hedged No 1.67
Goldman Sachs Emerging Markets Debt Portfolio Base USD MDist Global Emerging Markets Bond No No 1.38
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 1.32
AB - Short Duration High Yield Portfolio A2 USD Acc Global High Yield Bond No 1.32
Capital Group Emerging Markets Total Opportunities (LUX) Bh-CHF Other Allocation No No 1.94
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
HSBC Global Investment Funds - Global High Income Bond ACHSGD Other Bond No 1.51
Allianz Global Investors Fund - Allianz Asian Multi Income Plus AT USD Asia Allocation No Yes 1.56
PIMCO GIS Commodity Real Return Fund Investor USD Accumulation Commodities - Broad Basket No Yes 1.09
Janus Henderson Horizon Japanese Smaller Companies Fund A2 JPY Japan Small/Mid-Cap Equity No No 2.11
Templeton Emerging Markets Bond Fund A(Mdis)HKD Global Emerging Markets Bond - Local Currency No Yes 1.80
PIMCO GIS Diversified Income Fund Institutional CAD (Hedged) Accumulation Other Bond No 0.69
Natixis International Funds (Lux) I - Harris Associates U.S. Value Equity Fund P/A (H-SGD) Other Equity No No 1.80
Aviva Investors - Global High Yield Bond Fund Ia USD Inc Global High Yield Bond No 0.71
Natixis International Funds (Lux) I - Harris Associates U.S. Value Equity Fund N/A (USD) US Large-Cap Value Equity No No 1.25
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