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 - Emerging Markets Multi-Asset Portfolio A GBP H Acc Other Allocation No No 1.88
AB - Emerging Markets Multi-Asset Portfolio A EUR H Acc Other Allocation No No 1.88
AB - Emerging Markets Multi-Asset Portfolio I EUR H Acc Other Allocation No No 1.08
AB - Emerging Markets Multi-Asset Portfolio A Acc Global Emerging Markets Allocation No No 1.88
Dimensional European Value Fund EUR Distributing Europe Large-Cap Value Equity No No 0.30
AB - Emerging Markets Multi-Asset Portfolio I Acc Global Emerging Markets Allocation No No 1.08
Capital Group Global High Income Opportunities (LUX) Bh-EUR Global Flexible Bond - EUR Hedged No 1.70
AB - Emerging Markets Multi-Asset Portfolio A CHF H Acc Other Allocation No No 1.88
Templeton Global Total Return Fund A(Ydis)CHF-H1 Global Flexible Bond - CHF Hedged No Yes 1.37
AZ Fund 1 AZ Alternative - Capital Enhanced B-AZ Fund Acc Options Trading No No 1.10
AZ Fund 1 AZ Alternative - Capital Enhanced A-AZ Fund Acc Options Trading No No 1.10
AB - Global High Yield Portfolio AT GBP H Inc Global High Yield Bond - GBP Hedged No 1.63
AB - Select US Equity Portfolio A GBP H Acc Other Equity No No 1.97
AB - Select US Equity Portfolio I USD Acc US Large-Cap Blend Equity No No 1.17
AB - Select US Equity Portfolio I EUR H Acc Other Equity No No 1.17
Fidelity Funds - Asian Smaller Companies Fund A-Acc-USD Asia ex-Japan Small/Mid-Cap Equity No No 1.93
AB - Select US Equity Portfolio A EUR H Acc Other Equity No No 1.97
Allianz Global Investors Fund - Allianz Income and Growth AT USD USD Moderate Allocation No No 1.55
Fidelity Funds - Asian Smaller Companies Fund A-DIST-EUR Asia ex-Japan Small/Mid-Cap Equity No No 1.93
AB - Select US Equity Portfolio A Acc US Large-Cap Blend Equity No No 1.97
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