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
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 1.66
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
Goldman Sachs Global Multi-Asset Income Portfolio Base USD (Gross MDist) USD Moderate Allocation No 1.47
Allianz Global Investors Fund - Allianz Income and Growth P USD USD Moderate Allocation No No 0.89
Allianz Global Investors Fund - Allianz Income and Growth P (H2-EUR) EUR Moderate Allocation - Global No No 0.89
Templeton Global Total Return Fund W(acc)CHF-H1 Global Flexible Bond - CHF Hedged No Yes 0.88
Allianz Global Investors Fund - Allianz Income and Growth PM USD USD Moderate Allocation No No 0.89
Franklin MENA Fund W(acc)EUR Africa & Middle East Equity No No 1.41
AB - Global High Yield Portfolio AA EUR H Inc Global High Yield Bond - EUR Hedged No 1.66
AB - Global High Yield Portfolio AA RMB H Inc Other Bond No 1.66
AB - Global High Yield Portfolio AA NZD H Inc Other Bond No 1.66
AB - Global High Yield Portfolio AA GBP H Inc Global High Yield Bond - GBP Hedged No 1.66
Allianz Global Investors Fund - Allianz Income and Growth AT (H2-EUR) EUR Moderate Allocation - Global No No 1.55
Allianz Global Investors Fund - Allianz Income and Growth CM USD USD Moderate Allocation No No 2.30
Templeton Global Equity Income Fund A(Mdis)RMB-H1 Other Equity No No 1.80
Allianz Global Investors Fund - Allianz Income and Growth RM (H2-GBP) GBP Allocation 40-60% Equity No No 0.95
Franklin Income Fund N(acc)USD USD Moderate Allocation No 2.15
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