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
JPMorgan Funds - Total Emerging Markets Income Fund A (mth) - SGD Global Emerging Markets Allocation No No 1.54
JPMorgan Investment Funds - Global Income Fund A (irc) SGD Hedged Other Allocation No 1.46
JPMorgan Investment Funds - Global Income Fund A (irc) USD Hedged USD Moderate Allocation No 1.46
Capital Group Emerging Markets Total Opportunities (LUX) Zh-CHF Other Allocation No No 1.10
AB - Global Income Portfolio AA HKD Inc Global Flexible Bond - USD Hedged No 1.40
Allianz Global Investors Fund - Allianz GEM Equity High Dividend AM (H2-RMB) Other Equity No No 2.30
Allianz Global Investors Fund - Allianz Global Equity Insights P EUR Global Large-Cap Blend Equity No No 1.13
Natixis International Funds (Lux) I - Loomis Sayles U.S. Growth Equity Fund S1/A (H-EUR) Other Equity No Yes 0.61
HSBC Global Investment Funds - Asia Bond AM3HSGD USD Other Bond No No 1.39
Fidelity Enhanced Reserve Fund A-Mincome(G) USD USD Corporate Bond - Short Term No No 0.60
AB - Global Income Portfolio A2 HKD Acc Global Flexible Bond - USD Hedged No 1.40
AB - Global Income Portfolio AT HKD Inc Global Flexible Bond - USD Hedged No 1.40
Franklin Biotechnology Discovery Fund A(acc) EUR-H1 Other Equity No Yes 1.79
Templeton Emerging Markets Dynamic Income Fund A(Mdis)USD Global Emerging Markets Allocation No Yes 1.85
Dimensional Global Targeted Value Fund JPY Accumulation Global Small/Mid-Cap Equity No No 0.44
Capital Group Emerging Markets Total Opportunities (LUX) Ch-CHF Other Allocation No No 0.19
Capital Group Global High Income Opportunities (LUX) Ch-CHF Global Flexible Bond - CHF Hedged No 0.17
Fidelity Funds - Asian Bond Fund I-QDIST-SGD Hedged Other Bond No No 0.49
Templeton Emerging Markets Dynamic Income Fund A(Mdis)SGD-H1 Other Allocation No Yes 1.85
Capital Group Global High Income Opportunities (LUX) A7d Global Flexible Bond No 0.44
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