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 - American Income Portfolio A2 Acc USD Flexible Bond No 1.33
Templeton Emerging Markets Bond Fund N(acc)USD Global Emerging Markets Bond - Local Currency No Yes 2.30
Franklin Biotechnology Discovery Fund N(acc)USD Sector Equity Biotechnology No Yes 2.54
Franklin Mutual European Fund N(acc)USD Europe Large-Cap Value Equity No No 2.57
AB - American Income Portfolio B2 Acc USD Flexible Bond No 2.03
AB SICAVI - European Equity Portfolio A Acc Europe Large-Cap Blend Equity No No 1.79
AB SICAV I - Global Value Portfolio A Acc Global Large-Cap Value Equity No No 1.81
Franklin Euro High Yield Fund N(acc)EUR EUR High Yield Bond No 1.94
BlackRock Global Funds - Euro Short Duration Bond Fund A1 EUR EUR Diversified Bond - Short Term No 0.90
BlackRock Global Funds - Asian Tiger Bond Fund A2 USD Asia Bond No 1.21
HSBC Global Investment Funds - Asia ex Japan Equity Smaller Companies AC Asia ex-Japan Small/Mid-Cap Equity 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 1.02
AB - European Income Portfolio C Inc EUR Flexible Bond No 1.83
AB - European Income Portfolio B2 Acc EUR Flexible Bond No 2.08
AB - European Income Portfolio A Inc EUR Flexible Bond No 1.38
AB SICAVI - European Equity Portfolio C Acc Europe Large-Cap Blend Equity No No 2.24
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
AB - European Income Portfolio I Inc EUR Flexible Bond No 0.83
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