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
Franklin Global Convertible Securities Fund I(acc)EUR-H1 Convertible Bond - Global, EUR Hedged No Yes 0.84
BlackRock Global Funds - Systematic Global Equity High Income Fund A8 Hedged AUD Other Equity No Yes 1.81
BlackRock Global Funds - Systematic Global Equity High Income Fund A8 Hedged CAD Other Equity No Yes 1.81
Foord Global Equity Class B1 Global Large-Cap Blend Equity No No 0.55
CT (Lux) - Emerging Market Debt Class ZU (USD Accumulation Shares) Global Emerging Markets Bond No No 0.75
BlackRock Global Funds - Systematic Global Equity High Income Fund A6 Hedged GBP Other Equity No Yes 1.81
Franklin Mutual European Fund Z(acc)USD-H1 Other Equity No No 1.26
Janus Henderson Horizon Japanese Smaller Companies Fund A2 HUSD Other Equity No No 2.24
Franklin Mutual European Fund A(acc)RMB-H1 Other Equity No No 1.79
Templeton Emerging Markets Bond Fund N(Mdis)USD Global Emerging Markets Bond - Local Currency No Yes 2.30
FTGF Royce US Small Cap Opportunity Fund Class A CNH Accumulating (Hedged) Other Equity No No 1.96
AB - European Income Portfolio IT USD H Inc Other Bond No 0.83
AB - Short Duration High Yield Portfolio IT EUR H Inc Global High Yield Bond - EUR Hedged No 0.75
BlackRock Global Funds - Global Multi-Asset Income Fund A6 EUR Hedged EUR Moderate Allocation - Global No 1.79
BlackRock Global Funds - Global Corporate Bond Fund A8 NZD Hedged Other Bond No No 1.10
AB - All Market Income Portfolio A USD Acc USD Moderate Allocation No No 1.81
AB - All Market Income Portfolio A EUR H Acc EUR Moderate Allocation - Global No No 1.81
AB - All Market Income Portfolio AD AUD H Inc Other Allocation No No 1.81
AB - All Market Income Portfolio I USD Acc USD Moderate Allocation No No 1.01
AB - All Market Income Portfolio AD USD Inc USD Moderate Allocation No No 1.81
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