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
Allianz Global Investors Fund - Allianz Oriental Income AT SGD Asia-Pacific Equity No No 1.85
Templeton Global Total Return Fund A(acc)CHF-H1 Global Flexible Bond - CHF Hedged No Yes 1.37
Templeton Global Total Return Fund A(Mdis)SGD-H1 Other Bond No Yes 1.37
Templeton Global Total Return Fund I(Mdis)GBP-H1 Global Flexible Bond - GBP Hedged No Yes 0.82
ODDO BHF Euro High Yield Bond DP-EUR EUR High Yield Bond No 0.54
ODDO BHF Euro High Yield Bond DP15-EUR EUR High Yield Bond No 0.69
ODDO BHF Euro High Yield Bond CP-EUR EUR High Yield Bond No 0.54
AB - Global High Yield Portfolio AT EUR H Inc Global High Yield Bond - EUR Hedged No 1.66
AB - Global High Yield Portfolio C2 EUR H Acc Global High Yield Bond - EUR Hedged No 2.16
Allianz Global Investors Fund - Allianz Oriental Income AT EUR Asia-Pacific Equity No No 1.85
AB - Global High Yield Portfolio A2 EUR H Acc Global High Yield Bond - EUR Hedged No 1.66
Templeton Global Total Return Fund A(Mdis)HKD Global Flexible Bond No Yes 1.37
Templeton Global Total Return Fund A(acc)HKD Global Flexible Bond No Yes 1.37
AB - Global High Yield Portfolio I2 EUR H Acc Global High Yield Bond - EUR Hedged No 1.16
Franklin Income Fund Z(acc)USD USD Moderate Allocation No 1.14
Templeton Global Total Return Fund Z(acc)USD Global Flexible Bond No Yes 1.07
Templeton Global Income Fund Z(acc)USD USD Moderate Allocation No No 1.05
BlackRock Global Funds - Japan Small & MidCap Opportunities Fund D2 Japan Small/Mid-Cap Equity No No 1.08
Templeton Global Total Return Fund Z(Ydis)EUR-H1 Global Flexible Bond - EUR Hedged No Yes 1.07
FTGF Western Asset US High Yield Fund Class A US$ Distributing (M) USD High Yield Bond No 1.25
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