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
Templeton Global Total Return Fund A(Mdis)RMB-H1 Other Bond No Yes 1.37
AB - Global High Yield Portfolio CT USD Inc Global High Yield Bond No 2.13
HSBC Global Investment Funds - Managed Solutions - Asia Focused Income AC Asia Allocation No No 1.59
AB - Emerging Markets Multi-Asset Portfolio ID USD Inc Global Emerging Markets Allocation No No 1.08
Capital Group Global High Income Opportunities (LUX) Bdh-EUR Global Flexible Bond - EUR Hedged No 1.70
Capital Group Global High Income Opportunities (LUX) Zgdh-GBP Global Flexible Bond - GBP Hedged No 0.90
Allianz Global Investors Fund - Allianz Income and Growth AM USD USD Moderate Allocation No No 1.55
AB - Global High Yield Portfolio AT NZD H Inc Other Bond No 1.63
Allianz Global Investors Fund - Allianz Income and Growth AM (H2-AUD) Other Allocation No No 1.55
Capital Group Global High Income Opportunities (LUX) Zgd Global Flexible Bond No 0.90
Capital Group Global High Income Opportunities (LUX) Zd Global Flexible Bond No 0.90
HSBC Global Investment Funds - Managed Solutions - Asia Focused Income ACOSGD Other Allocation No No 1.61
HSBC Global Investment Funds - Managed Solutions - Asia Focused Income AM3OSGD Other Allocation No No 1.61
Capital Group Global High Income Opportunities (LUX) Zh-GBP Global Flexible Bond - GBP Hedged No 0.90
HSBC Global Investment Funds - Managed Solutions - Asia Focused Income AM3OAUD Other Allocation No No 1.61
BlackRock Global Funds - Japan Small & MidCap Opportunities Fund D2 Hedged Other Equity No No 1.05
Capital Group Global High Income Opportunities (LUX) Z Global Flexible Bond No 0.90
Capital Group Global High Income Opportunities (LUX) Zdh-GBP Global Flexible Bond - GBP Hedged No 0.90
JPMorgan Investment Funds - Global High Yield Bond Fund A (mth) - SGD USD High Yield Bond No 1.15
HSBC Global Investment Funds - Managed Solutions - Asia Focused Income AM3OEUR Other Allocation No No 1.61
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