Morningstar

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
Dimensional World Equity Fund GBP Accumulation Global Flex-Cap Equity No No 0.40
Dimensional World Equity Fund GBP Distributing Global Flex-Cap Equity No No 0.40
Templeton Global Total Return Fund Z(Mdis)GBP-H1 Global Flexible Bond - GBP Hedged No Yes 1.06
Templeton Global Total Return Fund W(Mdis)GBP Global Flexible Bond No Yes 0.87
BlackRock Global Funds - Japan Small & MidCap Opportunities Fund D4 GBP Japan Small/Mid-Cap Equity No No 1.08
Templeton Global Total Return Fund W(Mdis)GBP-H1 Global Flexible Bond - GBP Hedged No Yes 0.87
Templeton Global Total Return Fund W(acc)GBP-H1 Global Flexible Bond - GBP Hedged No Yes 0.87
Franklin Income Fund A(acc)USD USD Moderate Allocation No — 1.65
Franklin Income Fund I(acc)EUR USD Moderate Allocation No — 0.84
Franklin Income Fund A(Mdis)AUD-H1 Other Allocation No — 1.65
Fidelity Funds - Asian Smaller Companies Fund A-Acc-SGD Asia ex-Japan Small/Mid-Cap Equity No No 1.94
Allianz Global Investors Fund - Allianz Oriental Income Ertrag Asien Pazifik A2 EUR Asia-Pacific Equity No No 1.85
AB - Global High Yield Portfolio I2 SGD H Acc Other Bond No — 1.16
Schroder Asian Income USD Hedged A Dis Other Allocation No No 1.45
Capital Group European Growth and Income Fund (LUX) Zgdh-GBP Other Equity No No 0.90
Capital Group European Growth and Income Fund (LUX) Zh-GBP Other Equity No No 0.90
Capital Group European Growth and Income Fund (LUX) Bh-USD Other Equity No No 1.70
Templeton Global Equity Income Fund N(Mdis)USD Global Equity Income No No 2.57
Capital Group European Growth and Income Fund (LUX) Zh-USD Other Equity No No 1.00
Fidelity Funds - Asian Smaller Companies Fund Y-Acc-EUR Asia ex-Japan Small/Mid-Cap Equity No No 1.09
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