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 - Emerging Markets Debt Portfolio A2 Acc Global Emerging Markets Bond No 1.41
AB - Emerging Markets Debt Portfolio BT Inc Global Emerging Markets Bond No 2.41
AB - Emerging Markets Debt Portfolio A Inc Global Emerging Markets Bond No 1.41
Templeton Global Bond Fund I(Mdis)EUR Global Flexible Bond No Yes 0.76
Fidelity Funds - US High Yield Fund A-Acc-EUR USD High Yield Bond No 1.39
Templeton Emerging Markets Bond Fund I(Qdis)USD Global Emerging Markets Bond - Local Currency No Yes 0.90
Franklin Biotechnology Discovery Fund C(acc)USD Sector Equity Biotechnology No Yes 2.37
PIMCO GIS Commodity Real Return Fund Institutional USD Accumulation Commodities - Broad Basket No Yes 0.74
AB - Emerging Markets Debt Portfolio AT Inc Global Emerging Markets Bond No 1.41
Fidelity Funds - ASEAN Fund A-Acc-USD ASEAN Equity No Yes 1.94
PIMCO GIS Diversified Income Fund E Class USD Accumulation Global Flexible Bond - USD Hedged No 1.59
AB - Emerging Markets Debt Portfolio C Inc Global Emerging Markets Bond No 1.86
AB - Emerging Markets Debt Portfolio C2 Acc Global Emerging Markets Bond No 1.86
First Sentier Asian Quality Bond Fund Class A Quarterly Distribution Asia Bond No No 1.69
AB - Asia Income Opportunities Portfolio AT USD Inc Asia Bond No No 1.32
AB - Asia Income Opportunities Portfolio AA USD Inc Asia Bond No No 1.32
AB - Asia Income Opportunities Portfolio I2 USD Acc Asia Bond No No 0.77
AB - Asia Income Opportunities Portfolio IT USD Inc Asia Bond No No 0.77
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 1.32
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