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
Capital Group Global High Income Opportunities (LUX) Bh-GBP Global Flexible Bond - GBP Hedged No 1.70
Templeton Global Total Return Fund W(Mdis)USD Global Flexible Bond No Yes 0.87
Capital Group Global High Income Opportunities (LUX) Bgd Global Flexible Bond No 1.60
Templeton Global Total Return Fund A(acc)NOK-H1 Other Bond No Yes 1.37
Allianz Global Investors Fund - Allianz Income and Growth AM HKD USD Moderate Allocation No No 1.55
AB - Emerging Markets Multi-Asset Portfolio AD EUR H Inc Other Allocation No No 1.88
HSBC Global Investment Funds - Managed Solutions - Asia Focused Conservative ACOSGD Other Allocation No No 1.16
HSBC Global Investment Funds - Managed Solutions - Asia Focused Conservative AC Asia Allocation No No 1.11
JPM Global High Yield Bond A (irc) - AUD (hedged) Other Bond No 1.08
AB - Emerging Markets Multi-Asset Portfolio AD USD Inc Global Emerging Markets Allocation No No 1.88
AB - Emerging Markets Multi-Asset Portfolio AD AUD H Inc Other Allocation No No 1.88
AB - Emerging Markets Multi-Asset Portfolio AD GBP H Inc Other Allocation No No 1.88
AB - Emerging Markets Multi-Asset Portfolio AD CAD H Inc Other Allocation No No 1.88
Capital Group Global High Income Opportunities (LUX) Zh-EUR Global Flexible Bond - EUR Hedged No 0.90
Allianz Global Investors Fund - Allianz Income and Growth AM (H2-CAD) Other Allocation No No 1.55
AB - Global High Yield Portfolio IT AUD H Inc Other Bond No 1.13
Allianz Global Investors Fund - Allianz Income and Growth AM (H2-GBP) GBP Allocation 40-60% Equity No No 1.55
Allianz Global Investors Fund - Allianz Income and Growth AM (H2-EUR) EUR Moderate Allocation - Global No No 1.55
AB - Global High Yield Portfolio IT USD Inc Global High Yield Bond No 1.13
BlackRock Global Funds - Japan Small & MidCap Opportunities Fund A2 USD Hedged Other Equity No No 1.80
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