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 0.97
AB - Global High Yield Portfolio W2 CHF Hedged Acc Global High Yield Bond - CHF Hedged No 0.97
AB - Global High Yield Portfolio I2 USD Acc Global High Yield Bond No 1.13
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 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 1.41
Capital Group Global High Income Opportunities (LUX) Ch-CHF Global Flexible Bond - CHF Hedged No 0.20
Capital Group Global High Income Opportunities (LUX) A7d Global Flexible Bond No 0.40
Capital Group US High Yield Fund (LUX) Zgdh-GBP Other Bond No 0.80
Capital Group Global High Income Opportunities (LUX) Bh-SGD Other Bond No 1.70
Capital Group Global High Income Opportunities (LUX) Bfdmh-GBP Global Flexible Bond - GBP Hedged No 1.70
Capital Group Global High Income Opportunities (LUX) Bfdmh-EUR Global Flexible Bond - EUR Hedged No 1.70
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