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
PineBridge Global Funds - Japan Small Cap Equity Fund Y Japan Small/Mid-Cap Equity No 1.38
ODDO BHF Euro High Yield Bond CI-EUR EUR High Yield Bond No 0.78
Janus Henderson Capital Funds plc - High Yield Fund Class A3m USD USD High Yield Bond No 1.63
Schroder International Selection Fund Japanese Smaller Companies C Accumulation JPY Japan Small/Mid-Cap Equity No No 1.34
ODDO BHF Euro High Yield Bond CR EUR High Yield Bond No 1.53
Schroder International Selection Fund Global High Yield A Accumulation USD Global High Yield Bond No 1.28
Schroder International Selection Fund Japanese Smaller Companies A Accumulation JPY Japan Small/Mid-Cap Equity No No 1.89
Schroder International Selection Fund Global High Yield C Accumulation USD Global High Yield Bond No 0.78
Schroder International Selection Fund Global High Yield C Accumulation EUR Hedged Global High Yield Bond - EUR Hedged No 0.81
Franklin Income Fund I(acc)USD USD Moderate Allocation No 0.84
Dimensional Pacific Basin Small Companies Fund USD Accumulation Asia-Pacific Equity No No 0.50
Dimensional Pacific Basin Small Companies Fund EUR Accumulation Asia-Pacific Equity No No 0.50
ODDO BHF Euro High Yield Bond DI-EUR EUR High Yield Bond No 0.79
Schroder International Selection Fund Global High Yield A Accumulation EUR Hedged Global High Yield Bond - EUR Hedged No 1.31
Templeton Global Total Return Fund I(acc)USD Global Flexible Bond No Yes 0.82
Templeton Global Income Fund C(Qdis)USD USD Moderate Allocation No No 2.31
Templeton Global Income Fund I(acc)USD USD Moderate Allocation No No 0.92
Schroder International Selection Fund Global High Yield A Distribution USD MV Global High Yield Bond No 1.28
Templeton Global Equity Income Fund A(acc)USD Global Equity Income No No 1.60
AB - Global High Yield Portfolio BT Inc Global High Yield Bond No 2.66
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