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-All Market Income Portfolio BX Inc USD Moderate Allocation No No 2.46
AB SICAV I - Global Value Portfolio I Acc Global Large-Cap Value Equity No No 1.01
Templeton Emerging Markets Bond Fund C(acc)USD Global Emerging Markets Bond - Local Currency No Yes 2.38
AB - All Market Income Portfolio AX Inc USD Moderate Allocation No No 1.46
AB - American Income Portfolio AT Inc USD Flexible Bond No 1.33
Templeton Growth (Euro) Fund I(Ydis)EUR Global Large-Cap Blend Equity No No 0.98
Schroder International Selection Fund European Value C Distribution EUR Europe Flex-Cap Equity No No 1.04
JPMorgan Funds - America Equity Fund A (acc) - USD US Large-Cap Blend Equity No No 1.72
BlackRock Global Funds - Emerging Markets Bond Fund A1 Global Emerging Markets Bond No 1.47
JPMorgan Funds - Asia Pacific Income Fund A (acc) - USD Asia Allocation No No 1.77
AB - European Income Portfolio C2 Acc EUR Flexible Bond No 1.83
Franklin Mutual European Fund C(acc)USD Europe Large-Cap Value Equity No No 2.40
AB - All Market Income Portfolio B2X Acc USD Moderate Allocation No No 2.46
AB - American Income Portfolio BT Inc USD Flexible Bond No 2.03
PineBridge Global Funds-PineBridge Europe Research Enhanced Equity Fund Class A Europe Large-Cap Blend Equity No No 1.78
BlackRock Global Funds - Euro Corporate Bond Fund A3 EUR EUR Corporate Bond No No 1.02
BNP Paribas Funds Japan Small Cap Classic H EUR Capitalisation Other Equity No No 2.34
Templeton Global Bond Fund I(acc)USD Global Flexible Bond No Yes 0.81
BlackRock Global Funds - Emerging Markets Bond Fund A3 Global Emerging Markets Bond No 1.47
PineBridge Global Funds-PineBridge Europe Research Enhanced Equity Fund Class Y Europe Large-Cap Blend Equity No No 1.78
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