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
Capital Group Global High Income Opportunities (LUX) B GBP Global Flexible Bond No 1.60
Capital Group Global High Income Opportunities (LUX) Bd GBP Global Flexible Bond No 1.60
Capital Group European Growth and Income Fund (LUX) Zd GBP Europe Large-Cap Blend Equity No No 0.90
Capital Group Global High Income Opportunities (LUX) Zd GBP Global Flexible Bond No 0.90
Capital Group European Growth and Income Fund (LUX) Z GBP Europe Large-Cap Blend Equity No No 0.90
Templeton Global Total Return Fund A(Mdis)GBP Global Flexible Bond No Yes 1.37
BlackRock Global Funds - Japan Small & MidCap Opportunities Fund A4 GBP Japan Small/Mid-Cap Equity No No 1.80
Templeton Global Total Return Fund A(acc)EUR-H1 Global Flexible Bond - EUR Hedged No Yes 1.37
Templeton Global Total Return Fund A(Mdis)GBP-H1 Global Flexible Bond - GBP Hedged No Yes 1.37
Franklin MENA Fund A(acc)EUR Africa & Middle East Equity No No 2.59
Franklin MENA Fund A(acc)USD Africa & Middle East Equity No No 2.59
Dimensional European Value Fund GBP Accumulation Europe Large-Cap Value Equity No No 0.30
Dimensional European Value Fund GBP Distributing Europe Large-Cap Value Equity No No 0.30
Capital Group Global High Income Opportunities (LUX) Bdh-GBP Global Flexible Bond - GBP Hedged No 1.70
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 1.05
Templeton Global Total Return Fund W(Mdis)GBP-H1 Global Flexible Bond - GBP Hedged No Yes 0.87
© Copyright 2025 Morningstar Asia Ltd. All rights reserved.

Terms of Use        Privacy Policy        Disclosures