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
Templeton Global Bond Fund AX(acc)USD Global Flexible Bond No Yes 1.55
AB SICAV I - Global Value Portfolio C Acc Global Large-Cap Value Equity No No 2.26
AB - European Income Portfolio A2 Acc EUR Flexible Bond No 1.38
Schroder International Selection Fund Emerging Asia C Accumulation USD Asia ex-Japan Equity No Yes 1.29
Franklin Mutual European Fund I(acc)EUR Europe Large-Cap Value Equity No No 0.88
AB SICAVI - European Equity Portfolio I Acc Europe Large-Cap Blend Equity No No 0.99
Schroder International Selection Fund European Value C Accumulation EUR Europe Flex-Cap Equity No No 1.04
Capital Group Global High Income Opportunities (LUX) B Global Flexible Bond No 1.60
Franklin Biotechnology Discovery Fund I(acc)USD Sector Equity Biotechnology No Yes 0.94
Templeton Global Bond Fund I(acc)EUR Global Flexible Bond No Yes 0.80
Templeton Global Balanced Fund A(acc)EUR USD Moderate Allocation No No 1.64
Franklin Euro High Yield Fund I(acc)EUR EUR High Yield Bond No 0.60
AB SICAV I - Global Value Portfolio B Acc Global Large-Cap Value Equity No No 2.81
Schroder International Selection Fund QEP Global Core I Accumulation USD Global Large-Cap Blend Equity No No 0.05
Templeton Emerging Markets Bond Fund I(acc)USD Global Emerging Markets Bond - Local Currency No Yes 0.90
BlackRock Global Funds - Asian Tiger Bond Fund A3 USD Asia Bond No 1.21
Schroder International Selection Fund QEP Global Active Value C Distribution USD AV Global Large-Cap Value Equity No No 0.84
Templeton Global Bond Fund C(Mdis)USD Global Flexible Bond No Yes 2.13
AB - All Market Income Portfolio C2X Acc USD Moderate Allocation No No 1.91
Schroder International Selection Fund QEP Global Active Value C Accumulation USD Global Large-Cap Value Equity No No 0.84
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