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 SICAVI - European Equity Portfolio AD EUR Inc Other Equity No No 1.82
AB SICAVI - European Equity Portfolio AD SGD H Inc Other Equity No No 1.82
Capital Group Emerging Markets Total Opportunities (LUX) Zh-GBP Other Allocation No No 1.10
AB SICAV I - Global Value Portfolio A SGD H Acc Other Equity No No 1.81
AB SICAV I - Global Value Portfolio AD SGD H Inc Other Equity No No 1.81
AB SICAVI - European Equity Portfolio A AUD H Acc Other Equity No No 1.82
Schroder International Selection Fund European Value A Accumulation USD Europe Flex-Cap Equity No No 1.84
Fidelity Funds - Asian High Yield Fund A-HMDIST(G)-AUD (hedged) Other Bond No No 1.40
AB SICAVI - European Equity Portfolio AD AUD H Inc Other Equity No No 1.82
AB - American Income Portfolio AA SGD H Inc Other Bond No 1.31
JPMorgan Funds - Global Bond Opportunities Fund A (mth) - USD Global Flexible Bond - USD Hedged No 1.19
Natixis International Funds (Dublin) I - Loomis Sayles Multisector Income Fund R/D (H-SGD) Other Bond No 1.50
Templeton Global Bond Fund W(acc)CHF-H1 Global Flexible Bond - CHF Hedged No Yes 0.85
Dimensional Global Core Equity Fund JPY Distributing Global Large-Cap Blend Equity No No 0.30
BlackRock Global Funds - Emerging Markets Bond Fund A2 GBP Hedged Global Emerging Markets Bond - GBP Hedged No 1.45
Dimensional Global Core Equity Fund JPY Accumulation Global Large-Cap Blend Equity No No 0.30
Fidelity Funds - Japan Growth Fund A-DIST-JPY Japan Flex-Cap Equity No Yes 1.95
AB - American Income Portfolio AA NZD H Inc Other Bond No 1.31
JPM Europe Dynamic A (acc) - SGD (hedged) Other Equity No No 1.80
AB - American Income Portfolio AA EUR H Inc Other Bond No 1.31
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