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
Neuberger Berman Strategic Income Fund JPY I CG Distributing Class Other Bond No 0.61
BlackRock Global Funds - US Dollar High Yield Bond Fund A6 SGD Hedged Other Bond No 1.46
Allianz Global Investors Fund - Allianz US Short Duration High Income Bond P2 (H2-EUR) Other Bond No 0.53
Forum One - VinaCapital Vietnam Fund Class A USD Acc Vietnam Equity No 2.05
Franklin K2 Alternative Strategies Fund W(acc)USD Multistrategy USD No 1.75
Franklin K2 Alternative Strategies Fund N(Ydis)EUR-H1 Multistrategy EUR No 3.30
Allianz Global Investors Fund - Allianz US Short Duration High Income Bond P USD USD High Yield Bond No 0.75
Allianz Global Investors Fund - Allianz US Short Duration High Income Bond AM USD USD High Yield Bond No 1.34
Forum One - VinaCapital Vietnam Fund Class D EUR Acc Vietnam Equity No 2.82
Forum One - VinaCapital Vietnam Fund Class B USD Acc Vietnam Equity No 2.82
Forum One - VinaCapital Vietnam Fund Class C EUR Acc Vietnam Equity No 2.05
Allianz Global Investors Fund - Allianz US Short Duration High Income Bond PM USD USD High Yield Bond No 0.75
Fullerton Short-Term Interest Rate Fund R SGD Acc SGD Bond No 0.33
AB - Mortgage Income Portfolio AT EUR Inc USD Flexible Bond No 1.35
Aviva Investors - Multi-Strategy Target Return Fund Ah GBP Acc Macro Trading GBP No 1.70
Allianz Global Investors Fund - Allianz US Short Duration High Income Bond AM (H2-EUR) Other Bond No 1.34
AB - Mortgage Income Portfolio I EUR Inc USD Flexible Bond No 0.80
Allianz Global Investors Fund - Allianz US Short Duration High Income Bond IT USD USD High Yield Bond No 0.71
Allianz Global Investors Fund - Allianz US Short Duration High Income Bond AT USD USD High Yield Bond No 1.34
Pictet-Multi Asset Global Opportunities-HP dy GBP GBP Allocation 20-40% Equity No 4.33
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