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 - American Income Portfolio AT GBP H Inc Other Bond No 1.33
Aviva Investors - Global High Yield Bond Fund Iah EUR Inc Global High Yield Bond - EUR Hedged No 0.69
Natixis International Funds (Lux) I - Loomis Sayles Strategic Alpha Bond Fund R/A (USD) USD Flexible Bond No 1.75
Dimensional Global Targeted Value Fund USD Distributing Global Small/Mid-Cap Equity No No 0.44
JPMorgan Investment Funds - Global Income Fund A (div) - USD (hedged) USD Moderate Allocation No 1.41
Dimensional Global Targeted Value Fund EUR Distributing Global Small/Mid-Cap Equity No No 0.44
Dimensional Global Core Equity Fund USD Distributing Global Large-Cap Blend Equity No No 0.26
FSSA Asia Pacific Equity Class III (Accumulation) USD Asia-Pacific ex-Japan Equity No Yes 0.94
Aviva Investors - Global High Yield Bond Fund Ah CHF Acc Global High Yield Bond - CHF Hedged No 1.34
Franklin Global Convertible Securities Fund I(acc)USD Convertible Bond - Global No Yes 0.84
Franklin Global Convertible Securities Fund A(Ydis)EUR-H1 Convertible Bond - Global, EUR Hedged No Yes 1.54
Franklin Global Convertible Securities Fund A(Ydis)EUR Convertible Bond - Global No Yes 1.54
Franklin Global Convertible Securities Fund A(acc)EUR Convertible Bond - Global No Yes 1.54
Franklin Global Convertible Securities Fund A(acc)USD Convertible Bond - Global No Yes 1.54
Franklin Global Convertible Securities Fund A(acc)CHF-H1 Convertible Bond - Global, CHF Hedged No Yes 1.54
Fidelity Funds - Global High Yield Fund A-MINCOME-EUR (hedged) Global High Yield Bond - EUR Hedged No 1.43
PIMCO GIS Commodity Real Return Fund E Class EUR (Hedged) Accumulation Commodities - Broad Basket No Yes 1.64
Franklin Global Convertible Securities Fund A(acc)HKD Convertible Bond - Global No Yes 1.49
Franklin Global Convertible Securities Fund A(acc)EUR-H1 Convertible Bond - Global, EUR Hedged No Yes 1.54
Franklin Global Convertible Securities Fund I(acc)EUR Convertible Bond - Global No Yes 0.84
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