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
Goldman Sachs Global Multi-Asset Income Portfolio Other Currency EUR-Partially-Hedged Stable MDist EUR Moderate Allocation - Global No 1.48
AB - Select US Equity Portfolio W EUR H Acc Other Equity No No 0.65
AB - Select US Equity Portfolio W USD Acc US Large-Cap Blend Equity No No 0.65
AB - Select US Equity Portfolio W CHF H Acc Other Equity No No 0.65
AB - Select US Equity Portfolio W GBP H Acc Other Equity No No 0.65
Neuberger Berman Corporate Hybrid Bond Fund EUR A Accumulating Class EUR Subordinated Bond No No 1.28
AB - Select US Equity Portfolio W SGD H Acc Other Equity No No 0.65
Franklin High Yield Fund A(acc)USD USD High Yield Bond No 1.39
Franklin Income Fund A(Mdis)USD USD Moderate Allocation No 1.65
Fidelity Funds - Indonesia Fund A-DIST-USD Indonesia Equity No No 1.95
Fidelity Funds - Switzerland Fund A-DIST-CHF Switzerland Equity No Yes 1.92
Templeton Global Total Return Fund A(Mdis)USD Global Flexible Bond No Yes 1.37
Templeton Global Total Return Fund A(acc)USD Global Flexible Bond No Yes 1.37
Franklin High Yield Fund A(Mdis)USD USD High Yield Bond No 1.40
Capital Group European Growth and Income Fund (LUX) B Europe Large-Cap Blend Equity No No 1.70
Templeton Global Equity Income Fund A(Mdis)USD Global Equity Income No No 1.60
Dimensional Pacific Basin Small Companies Fund GBP Distributing Asia-Pacific Equity No No 0.50
Dimensional Pacific Basin Small Companies Fund GBP Accumulation Asia-Pacific Equity No No 0.50
Capital Group European Growth and Income Fund (LUX) Bd Europe Large-Cap Blend Equity No No 1.70
Allianz Global Investors Fund - Allianz Oriental Income AT USD Asia-Pacific Equity No No 1.85
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