Morningstar

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 Pacific Basin Small Companies Fund USD Distributing Asia-Pacific Equity No No 0.50
Fidelity Funds - Asian Smaller Companies Fund A-Acc-EUR Asia ex-Japan Small/Mid-Cap Equity No No 1.93
Fidelity Funds - Asian Smaller Companies Fund Y-Acc-USD Asia ex-Japan Small/Mid-Cap Equity No No 1.08
Fidelity Funds - Asian Smaller Companies Fund A-DIST-USD Asia ex-Japan Small/Mid-Cap Equity No No 1.93
Dimensional Pacific Basin Small Companies Fund EUR Distributing Asia-Pacific Equity No No 0.50
Dimensional World Equity Fund EUR Distributing Global Flex-Cap Equity No No 0.40
Dimensional World Equity Fund EUR Accumulation Global Flex-Cap Equity No No 0.40
Dimensional World Equity Fund USD Distributing Global Flex-Cap Equity No No 0.40
Dimensional World Equity Fund USD Accumulation Global Flex-Cap Equity No No 0.40
Dimensional European Value Fund USD Distributing Europe Large-Cap Value Equity No No 0.30
Allianz Global Investors Fund - Allianz Income and Growth CT (H2-EUR) EUR Moderate Allocation - Global No No 2.30
AB - Global High Yield Portfolio AT RMBH Inc Other Bond No — 1.63
AB - Select US Equity Portfolio C USD Acc US Large-Cap Blend Equity No No 2.42
JPMorgan Funds - US High Yield Plus Bond Fund A (mth) - USD USD High Yield Bond No — 1.05
Eastspring Investments - US High Yield Bond Fund - AADM (hedged) Other Bond No — 1.50
HSBC Global Investment Funds - Managed Solutions - Asia Focused Income AM2 Asia Allocation No No 1.59
Templeton Global Total Return Fund W(acc)EUR-H1 Global Flexible Bond - EUR Hedged No Yes 0.87
Templeton Global Total Return Fund W(acc)USD Global Flexible Bond No Yes 0.87
Allianz Global Investors Fund - Allianz Income and Growth A (H2-EUR) EUR Moderate Allocation - Global No No 1.55
AB - Select US Equity Portfolio A SGD H Acc Other Equity No No 1.97
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