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
BlackRock Global Funds - Global Multi-Asset Income Fund A8 CAD Hedged Other Allocation No 1.79
AB - Short Duration High Yield Portfolio AA USD Inc Global High Yield Bond No 1.32
AB - Emerging Markets Debt Portfolio AA USD Inc Global Emerging Markets Bond No 1.41
AB - European Income Portfolio AA AUD H Inc Other Bond No 1.38
BlackRock Global Funds - Global Multi-Asset Income Fund A8 GBP Hedged GBP Allocation 40-60% Equity No 1.79
AB - American Income Portfolio AA Inc USD Flexible Bond No 1.33
AB - Emerging Markets Debt Portfolio AA AUD H Inc Other Bond No 1.41
AB - American Income Portfolio IT RMB H Other Bond No 0.78
AB - European Income Portfolio AA EUR Inc EUR Flexible Bond No 1.38
Eastspring Investments - Japan Dynamic Fund - AS Japan Large-Cap Equity No No 1.80
United Asian Bond Fund - Class USD Dist Asia Bond No No 1.37
United Japan Small and Mid Cap Fund - Class SGD Japan Small/Mid-Cap Equity No 2.09
United Japan Small and Mid Cap Fund - Class JPY Japan Small/Mid-Cap Equity No 2.12
BlackRock Global Funds - Asian Tiger Bond Fund A8 ZAR Hedged Other Bond No 1.21
AB - Short Duration High Yield Portfolio AA AUD H Inc Other Bond No 1.32
Allianz Global Investors Fund - Allianz Global Small Cap Equity PT2 GBP Global Small/Mid-Cap Equity No No 0.86
AB SICAVI - European Equity Portfolio AD USD H Inc Other Equity No No 1.79
AB - European Income Portfolio AA SGD H Inc Other Bond No 1.38
AB SICAVI - European Equity Portfolio A SGD H Acc Other Equity No No 1.79
Fidelity Funds - Pacific Fund A-DIST-SGD Asia-Pacific Equity No 1.94
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