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
AB - Global High Yield Portfolio WT EUR Hedged Inc Global High Yield Bond - EUR Hedged No 1.00
AB - Global High Yield Portfolio W2 CHF Hedged Acc Global High Yield Bond - CHF Hedged No 1.00
AB - Global High Yield Portfolio I2 USD Acc Global High Yield Bond No 1.16
Dimensional World Equity Fund SGD Accumulation Global Flex-Cap Equity No No 0.40
Allianz Global Investors Fund - Allianz Oriental Income A EUR Asia-Pacific Equity No No 1.85
Allianz Global Investors Fund - Allianz US High Yield P (H2-EUR) Other Bond No 0.80
Allianz Global Investors Fund - Allianz Oriental Income P EUR Asia-Pacific Equity No No 1.00
Capital Group US High Yield Fund (LUX) Z CHF USD High Yield Bond No 0.80
UTI India Balanced Fund Class C USD Acc Other Allocation No Yes 3.01
UTI India Balanced Fund USD Retail Dist Other Allocation No Yes 2.70
UTI India Balanced Fund EUR Retail Dist Other Allocation No Yes 3.08
UTI India Balanced Fund Class C USD Dist Other Allocation No Yes 3.00
UTI India Balanced Fund USD Retail Acc Other Allocation No Yes 3.08
UTI India Balanced Fund USD Institutional Dist Other Allocation No Yes 1.79
First Sentier Bridge Fund Class A (M Dist) Asia Allocation No No 1.39
UTI India Balanced Fund USD Institutional Accumulating Other Allocation No Yes 1.79
Capital Group US High Yield Fund (LUX) Zd GBP USD High Yield Bond No 0.80
Capital Group US High Yield Fund (LUX) Zgd GBP USD High Yield Bond No 0.80
Schroder Asian Income EUR Hedged A Acc Other Allocation No No 1.43
Schroder Asian Income SGD C Dis Asia Allocation No No 0.92
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