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
AB - Global High Yield Portfolio A2 SGD Acc Global High Yield Bond No 1.66
United China-India Dynamic Growth Fund - Class A SGD Acc Other Equity No No 2.50
Templeton Global Income Fund A(Qdis)HKD USD Moderate Allocation No No 1.73
Templeton Global Total Return Fund A(Ydis)EUR-H1 Global Flexible Bond - EUR Hedged No Yes 1.37
Templeton Global Total Return Fund I(Ydis)EUR-H1 Global Flexible Bond - EUR Hedged No Yes 0.82
Templeton Global Total Return Fund N(Ydis)EUR-H1 Global Flexible Bond - EUR Hedged No Yes 2.07
Templeton Global Total Return Fund I(acc)CHF-H1 Global Flexible Bond - CHF Hedged No Yes 0.84
Allianz Global Investors Fund - Allianz US High Yield AM USD USD High Yield Bond No 1.24
Allianz Global Investors Fund - Allianz US High Yield IT USD USD High Yield Bond No 0.76
AB - Global High Yield Portfolio I2 AUD H Acc Other Bond No 1.16
Templeton Global Total Return Fund A(Mdis)AUD-H1 Other Bond No Yes 1.37
AB - Global High Yield Portfolio AT AUD H Inc Other Bond No 1.66
Templeton Global Total Return Fund A(acc)SEK-H1 Other Bond No Yes 1.36
AB - Global High Yield Portfolio BT AUD H Inc Other Bond No 2.66
Templeton Global Total Return Fund Z(Mdis)USD Global Flexible Bond No Yes 1.07
Franklin Income Fund Z(Mdis)USD USD Moderate Allocation No 1.15
Eastspring Investments - Indonesia Equity Fund - AS Indonesia Equity No No 1.80
AB - Global High Yield Portfolio A2 SGD H Acc Other Bond No 1.66
AB - Global High Yield Portfolio AT SGD H Inc Other Bond No 1.66
AB - Global High Yield Portfolio AT CAD H Inc Other Bond No 1.66
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