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
HSBC Global Investment Funds - Global Emerging Markets Multi-Asset Income AM2 Global Emerging Markets Allocation No No 1.69
Capital Group AMCAP Fund (LUX) C US Large-Cap Growth Equity No Yes 0.15
Capital Group Global High Income Opportunities (LUX) Zdh-EUR Global Flexible Bond - EUR Hedged No 0.92
Allianz Global Investors Fund - Allianz GEM Equity High Dividend IT USD Global Emerging Markets Equity No No 1.29
HSBC Global Investment Funds - Global Emerging Markets Multi-Asset Income AM3OAUD USD Other Allocation No No 1.71
Natixis International Funds (Dublin) I - Loomis Sayles Multisector Income Fund N1/A (USD) USD Flexible Bond No 0.80
AB - Short Duration High Yield Portfolio W2 CHF H Acc Global High Yield Bond - CHF Hedged No 0.61
AB - European Income Portfolio W2 CHF H Acc Other Bond No 0.67
AB FCP I - American Income Portfolio W2 EUR H Inc Other Bond No 0.62
AB - American Income Portfolio W2 CHF H Inc Other Bond No 0.62
AB - American Income Portfolio W USD Inc USD Flexible Bond No 0.62
AB - American Income Portfolio WT AUD H Inc Other Bond No 0.62
AB - American Income Portfolio WT USD Inc USD Flexible Bond No 0.62
AB - American Income Portfolio WT SGD H Inc Other Bond No 0.62
Allianz Global Investors Fund - Allianz GEM Equity High Dividend AM (H2-USD) Other Equity No No 2.30
AB - American Income Portfolio W2 USD Inc USD Flexible Bond No 0.62
Natixis International Funds (Dublin) I - Loomis Sayles Multisector Income Fund N/A (USD) USD Flexible Bond No 0.90
Natixis International Funds (Dublin) I - Loomis Sayles Multisector Income Fund N1/A (H-EUR) Other Bond No 0.80
Lion Capital Funds II - Lion-Bank of Singapore Asian Income Fund A Acc EUR Hedged Class Other Allocation No 1.29
Lion Capital Funds II - Lion-Bank of Singapore Asian Income Fund A Dist EUR Hedged Class Other Allocation No 1.29
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