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 - Euro Corporate Bond Fund A1 EUR EUR Corporate Bond No No 1.02
Goldman Sachs Global Equity Income - P Cap EUR Global Equity Income No No 1.80
AB - American Income Portfolio A Inc USD Flexible Bond No 1.33
BNP Paribas Funds Emerging Bond Classic Capitalisation Global Emerging Markets Bond No 1.64
HSBC Global Investment Funds - Asia ex Japan Equity Smaller Companies AD Asia ex-Japan Small/Mid-Cap Equity No 1.84
Franklin Mutual European Fund A(acc)EUR Europe Large-Cap Value Equity No No 1.82
Templeton Global Bond Fund A(Mdis)EUR Global Flexible Bond No Yes 1.35
Goldman Sachs Global Equity Income - X Cap EUR Global Equity Income No No 2.30
Franklin Mutual European Fund N(acc)EUR Europe Large-Cap Value Equity No No 2.57
BNP Paribas Funds Japan Small Cap Privl Capitalisation Japan Small/Mid-Cap Equity No No 1.29
AB - American Income Portfolio B Inc USD Flexible Bond No 2.03
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 1.78
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 Small Cap I Capitalisation Japan Small/Mid-Cap Equity No No 1.17
AB - American Income Portfolio I Inc USD Flexible Bond No 0.78
BNP Paribas Funds Emerging Bond Privilege Capitalisation Global Emerging Markets Bond No 0.94
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