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
Franklin Income Fund A(Mdis)EUR-H1 EUR Moderate Allocation - Global No 1.65
Templeton Global Total Return Fund S(acc)USD Global Flexible Bond No Yes 0.54
Templeton Global Total Return Fund W(acc)EUR Global Flexible Bond No Yes 0.87
Templeton Global Total Return Fund W(Mdis)EUR Global Flexible Bond No Yes 0.87
AB - Select US Equity Portfolio I SGD H Acc Other Equity No No 1.17
Allianz Global Investors Fund - Allianz Income and Growth AM (H2-NZD) Other Allocation No No 1.55
Smead US Value UCITS Fund - I USD Acc US Large-Cap Value Equity No No 1.15
AB - Global High Yield Portfolio AA AUD H Inc Other Bond No 1.63
AB - Global High Yield Portfolio AA USD Inc Global High Yield Bond No 1.63
Franklin Income Fund I(Ydis)EUR-H1 EUR Moderate Allocation - Global No 0.86
Templeton Global Income Fund A(acc)EUR-H1 EUR Moderate Allocation - Global No No 1.66
Templeton Global Income Fund A(Qdis)EUR-H1 EUR Moderate Allocation - Global No No 1.66
AB - Global High Yield Portfolio IT RMB H Inc Other Bond No 1.13
Allianz Global Investors Fund - Allianz Income and Growth P EUR USD Moderate Allocation No No 0.89
Allianz Global Investors Fund - Allianz Oriental Income A (H-USD) Other Equity No No 1.85
AB - Global High Yield Portfolio AA SGD H Inc Other Bond No 1.63
Fidelity Funds - Pacific Fund A-DIST-SGD Asia-Pacific Equity No 1.94
Goldman Sachs Global Multi-Asset Income Portfolio Base Acc USD USD Moderate Allocation No 1.47
Goldman Sachs Global Multi-Asset Income Portfolio Base Inc USD USD Moderate Allocation No 1.47
Capital Group European Growth and Income Fund (LUX) A4 Europe Large-Cap Blend Equity No No 0.50
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