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
HSBC Global Investment Funds - Asia ex Japan Equity Smaller Companies AC Asia ex-Japan Small/Mid-Cap Equity No No 1.84
Templeton Growth (Euro) Fund A(Ydis)EUR Global Large-Cap Blend Equity No No 1.79
BlackRock Global Funds - Euro Corporate Bond Fund A2 EUR Corporate Bond No No 1.01
AB SICAVI - European Equity Portfolio C Acc Europe Large-Cap Blend Equity No No 2.27
Natixis International Funds (Dublin) I - Loomis Sayles Multisector Income Fund I/D (USD) USD Flexible Bond No 0.90
Templeton Growth (Euro) Fund I(acc)EUR Global Large-Cap Blend Equity No No 0.94
Templeton Global Bond Fund AX(acc)USD Global Flexible Bond No Yes 1.55
AB SICAV I - Global Value Portfolio C Acc Global Large-Cap Value Equity No No 2.26
Templeton Global Bond (Euro) Fund I(acc)EUR Global Flexible Bond - EUR Hedged No No 0.75
BNP Paribas Funds Japan Equity Classic H EUR Capitalisation Other Equity No Yes 1.98
AB SICAVI - European Equity Portfolio I Acc Europe Large-Cap Blend Equity No No 1.02
Schroder International Selection Fund European Value C Accumulation EUR Europe Flex-Cap Equity No No 1.04
Franklin Biotechnology Discovery Fund I(acc)USD Sector Equity Biotechnology No Yes 0.94
Templeton Global Bond Fund I(acc)EUR Global Flexible Bond No Yes 0.80
Templeton Global Balanced Fund A(acc)EUR USD Moderate Allocation No No 1.64
AB SICAV I - Global Value Portfolio B Acc Global Large-Cap Value Equity No No 2.81
Schroder International Selection Fund QEP Global Core I Accumulation USD Global Large-Cap Blend Equity No No 0.05
Templeton Global Smaller Companies Fund I(acc)USD Global Small/Mid-Cap Equity No Yes 1.09
Templeton Emerging Markets Bond Fund I(acc)USD Global Emerging Markets Bond - Local Currency No Yes 0.90
BlackRock Global Funds - Asian Tiger Bond Fund A3 USD Asia Bond No 1.21
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