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 - Emerging Markets Bond Fund A3 Global Emerging Markets Bond No 1.45
PineBridge Global Funds-PineBridge Europe Research Enhanced Equity Fund Class Y Europe Large-Cap Blend Equity No No 1.76
HSBC Global Investment Funds - Euroland Value ZC Eurozone Large-Cap Equity No No 0.14
Capital Group Global Equity Fund (LUX) Bd Global Large-Cap Blend Equity No No 1.70
JPMorgan Funds - Europe Dynamic Fund A (acc) - EUR Europe Large-Cap Blend Equity No No 1.76
AB - All Market Income Portfolio A2X Acc USD Moderate Allocation No No 1.43
AB - All Market Income Portfolio CX Inc USD Moderate Allocation No No 1.88
PineBridge Asia ex Japan Small Cap Equity Fund Y Asia ex-Japan Small/Mid-Cap Equity No No 1.13
AB - American Income Portfolio C Inc USD Flexible Bond No 1.76
Fidelity Funds - US High Yield Fund A-MDIST-USD USD High Yield Bond No 1.39
Goldman Sachs Europe CORE Equity Portfolio Base Acc EUR Europe Large-Cap Blend Equity No No 1.41
First Sentier Asia Strategic Bond Fund Class I (Distributing) USD Asia Bond No No 2.25
Schroder International Selection Fund Asian Smaller Companies C Accumulation USD Asia ex-Japan Small/Mid-Cap Equity No No 1.31
HSBC Global Investment Funds - BRIC Equity M1C Other Equity No No 1.34
Eastspring Investments - Asian Bond Fund - AS Asia Bond No 1.30
PineBridge Global Funds - US Large Cap Research Enhanced Fund Y US Large-Cap Blend Equity No No 1.21
PineBridge Global Funds - India Equity Fund Y India Equity No No 1.19
Capital Group Global Equity Fund (LUX) C Global Large-Cap Blend Equity No No 0.10
Eastspring Investments - US Investment Grade Bond Fund - AS USD Corporate Bond No No 1.00
Eastspring Investments - Asian Bond Fund - C Asia Bond No 0.60
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