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
Dimensional European Value Fund EUR Accumulation Europe Large-Cap Value Equity No No 0.30
Dimensional European Value Fund USD Accumulation Europe Large-Cap Value Equity No No 0.30
JPMorgan Investment Funds - Global High Yield Bond Fund A (mth) - USD USD High Yield Bond No 1.06
JPMorgan Investment Funds - Global High Yield Bond Fund A (acc) - USD USD High Yield Bond No 1.07
Capital Group Global High Income Opportunities (LUX) A4 Global Flexible Bond No 0.50
Phillip US Dollar Money Market A Acc Money Market - Other No 0.48
Templeton Global Total Return Fund I(Mdis)GBP Global Flexible Bond No Yes 0.82
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
AB - Global High Yield Portfolio AT EUR H Inc Global High Yield Bond - EUR Hedged No 1.63
AB - Global High Yield Portfolio C2 EUR H Acc Global High Yield Bond - EUR Hedged No 2.13
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 1.63
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 1.13
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
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