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
AB - Asia Income Opportunities Portfolio S1 USD Acc Asia Bond No No 0.61
AB - Asia Income Opportunities Portfolio A2 USD Acc Asia Bond No No 1.31
Allianz Global Investors Fund - Allianz Global High Yield IT USD Global High Yield Bond No 0.75
Natixis International Funds (Lux) I - Loomis Sayles U.S. Growth Equity Fund S1/A (H-GBP) Other Equity No Yes 0.61
Natixis International Funds (Lux) I - Loomis Sayles U.S. Growth Equity Fund R/A (H-EUR) Other Equity No Yes 1.80
Natixis International Funds (Lux) I - Loomis Sayles U.S. Growth Equity Fund S/A (USD) US Large-Cap Growth Equity No Yes 0.81
PineBridge Asia ex Japan Small Cap Equity Fund Class YD Asia ex-Japan Small/Mid-Cap Equity No No 1.13
PineBridge USD Investment Grade Credit Fund A USD Acc USD Corporate Bond No No 1.30
PineBridge USD Investment Grade Credit Fund Y USD Acc USD Corporate Bond No No 0.60
PineBridge Asia ex Japan Small Cap Equity Fund Class A5 Asia ex-Japan Small/Mid-Cap Equity No No 1.93
Schroder International Selection Fund Emerging Markets Multi-Asset AX Distribution USD MF Global Emerging Markets Allocation No Yes 1.61
Schroder Asian Income GBP Hedged A Dis Other Allocation No No 1.45
Principal ASEAN Dynamic SGD Equity - ASEAN No No 1.93
Fidelity Funds - Asia Pacific Multi Asset Growth & Income Fund A-MCDIST(G)-USD Asia Allocation No No 1.77
Natixis International Funds (Lux) I - Loomis Sayles U.S. Growth Equity Fund N/A (EUR) US Large-Cap Growth Equity No Yes 1.15
Manulife Global Asset Allocation - Growth Fund A SGD USD Moderate Allocation No No 0.00
Allianz Global Investors Fund - Allianz Global High Yield A USD Global High Yield Bond No 1.39
Allianz Global Investors Fund - Allianz Global High Yield IT (H2-EUR) Global High Yield Bond - EUR Hedged No 0.75
Allianz Global Investors Fund - Allianz Global High Yield P2 (H2-EUR) Global High Yield Bond - EUR Hedged No 0.57
Franklin Strategic Income Fund W(Mdis) USD USD Flexible Bond No 0.85
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