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
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 1.13
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
Diversified Growth Company QIC GCC Equity Fund B USD Cap Africa & Middle East Equity No No 1.53
Fidelity Funds - Pacific Fund A-DIST-USD (hedged) Other Equity No 1.94
Fidelity Funds - Asian Smaller Companies Fund Y-Acc-EUR Asia ex-Japan Small/Mid-Cap Equity No No 1.08
Fidelity Funds - Asian Smaller Companies Fund Y-DIST-EUR Asia ex-Japan Small/Mid-Cap Equity No No 1.08
Allianz Global Investors Fund - Allianz Oriental Income RT EUR Asia-Pacific Equity No No 1.10
Fidelity Funds - Asian Smaller Companies Fund Y-DIST-USD Asia ex-Japan Small/Mid-Cap Equity No No 1.08
Allianz Global Investors Fund - Allianz Income and Growth RM USD USD Moderate Allocation No No 0.95
Magna Umbrella Fund plc - Magna New Frontiers Fund D Dist Global Frontier Markets Equity No 2.16
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