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 1.62
JPMorgan Investment Funds - Global Income Fund A (irc) SGD Hedged Other Allocation No No 1.45
JPMorgan Investment Funds - Global Income Fund A (irc) USD Hedged USD Moderate Allocation No No 1.44
Capital Group Emerging Markets Total Opportunities (LUX) Zh-CHF Other Allocation No No 1.10
AB SICAV I - Flexible Income Portfolio AAX HKD 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
Capital Group World Dividend Growers (LUX) Bd EUR Global Equity Income No No 1.70
Capital Group World Dividend Growers (LUX) Zgd EUR Global Equity Income No No 0.90
Capital Group World Dividend Growers (LUX) Zd EUR Global Equity Income No No 0.90
Capital Group World Dividend Growers (LUX) B EUR Global Equity Income No No 1.70
Capital Group World Dividend Growers (LUX) Bgd EUR Global Equity Income No No 1.70
Capital Group World Dividend Growers (LUX) Z EUR Global Equity Income No No 0.90
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 SICAV I - Flexible Income Portfolio A2X HKD Global Flexible Bond - USD Hedged No 1.40
AB SICAV I - Flexible Income Portfolio ATX HKD 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
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