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
Eastspring Investments - Japan Dynamic Fund - AS (hedged) Other Equity No No 1.80
AB - Short Duration High Yield Portfolio AT HKD Inc Global High Yield Bond No 1.32
Fidelity Funds - US High Yield Fund A-MDIST-AUD (hedged) Other Bond No 1.39
Allianz Global Investors Fund - Allianz Global Small Cap Equity AT (H-EUR) Other Equity No No 2.10
Allianz Global Investors Fund - Allianz Global Small Cap Equity AT USD Global Small/Mid-Cap Equity No No 2.11
Allianz Global Investors Fund - Allianz Global Small Cap Equity CT (H-EUR) Other Equity No No 2.85
Fidelity Funds - US High Yield Fund Y-USD USD High Yield Bond No 0.89
JPMorgan Funds - Asia Pacific Income Fund A (irc) - AUD (hedged) Other Allocation No No 1.78
Fidelity Funds - Pacific Fund Y-Acc-EUR Asia-Pacific Equity No 1.09
Fidelity Funds - Pacific Fund Y-USD Asia-Pacific Equity No 1.09
Templeton Frontier Markets Fund W(acc)EUR Global Frontier Markets Equity No No 1.53
Fidelity Funds - ASEAN Fund Y-DIST-USD ASEAN Equity No Yes 1.09
Foord Global Equity Class A Global Large-Cap Blend Equity No No 1.39
Fidelity Funds - US High Yield Fund Y-DIST-EUR USD High Yield Bond No 0.89
BlackRock Global Funds - Asian Tiger Bond Fund D2 SGD Hedged Other Bond No 0.71
BlackRock Global Funds - Asian Tiger Bond Fund D2 EUR Hedged Other Bond No 0.71
Fullerton Total Return Multi - Asset Advantage Class A Units Asia Allocation No Yes 1.60
Foord Global Equity Class B Global Large-Cap Blend Equity No No 0.91
JPMorgan Funds - Europe Dynamic Fund A (acc) - USD Europe Large-Cap Blend Equity No No 1.81
Templeton Emerging Markets Bond Fund W(Qdis)EUR Global Emerging Markets Bond - Local Currency No Yes 0.95
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