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
Templeton Global Bond (Euro) Fund A(Ydis)EUR Global Flexible Bond - EUR Hedged No No 1.50
Natixis International Funds (Lux) I - Harris Associates U.S. Value Equity Fund I/A (USD) US Large-Cap Value Equity No No 1.21
Templeton Global Balanced Fund N(acc)EUR USD Moderate Allocation No No 2.14
BNP Paribas Funds Emerging Bond I Capitalisation Global Emerging Markets Bond No 0.74
AB - American Income Portfolio C2 Acc USD Flexible Bond No 1.76
Templeton Growth (Euro) Fund N(acc)EUR Global Large-Cap Blend Equity No No 2.54
Templeton Global Bond Fund N(acc)USD Global Flexible Bond No Yes 2.05
BNP Paribas Funds Japan Equity Privilege Capitalisation Japan Large-Cap Blend Equity No Yes 1.09
BNP Paribas Funds Japan Small Cap I Capitalisation Japan Small/Mid-Cap Equity No No 1.17
AB - American Income Portfolio I Inc USD Flexible Bond No 0.76
BNP Paribas Funds Emerging Bond Privilege Capitalisation Global Emerging Markets Bond No 0.92
AB - American Income Portfolio A2 Acc USD Flexible Bond No 1.31
Templeton Emerging Markets Bond Fund N(acc)USD Global Emerging Markets Bond - Local Currency No Yes 2.30
Franklin Biotechnology Discovery Fund N(acc)USD Sector Equity Biotechnology No Yes 2.54
AB - American Income Portfolio B2 Acc USD Flexible Bond No 2.01
AB SICAVI - European Equity Portfolio A Acc Europe Large-Cap Blend Equity No No 1.82
AB SICAV I - Global Value Portfolio A Acc Global Large-Cap Value Equity No No 1.81
Templeton Global Smaller Companies Fund N(acc)USD Global Small/Mid-Cap Equity No Yes 2.62
BlackRock Global Funds - Euro Short Duration Bond Fund A1 EUR EUR Diversified Bond - Short Term No 0.87
BlackRock Global Funds - Asian Tiger Bond Fund A2 USD Asia Bond No 1.21
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