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
BlackRock Global Funds - US Dollar High Yield Bond Fund D2 CHF Hedged Other Bond No 0.76
BlackRock Global Funds - US Dollar High Yield Bond Fund A2 CHF Hedged Other Bond No 1.46
United Bond & Equity Strategic Trust Blended - Balanced No 2.03
Aviva Investors - Multi-Strategy Target Return Fund I EUR Acc Macro Trading EUR No 0.90
Franklin K2 Alternative Strategies Fund N(acc)USD Multistrategy USD No 3.30
Franklin K2 Alternative Strategies Fund A(Ydis)USD Multistrategy USD No 2.55
Franklin K2 Alternative Strategies Fund A(Ydis)EUR Multistrategy USD No 2.55
Franklin K2 Alternative Strategies Fund W(acc)EUR Multistrategy USD No 1.75
Franklin K2 Alternative Strategies Fund A(acc)SGD-H1 Multistrategy Other No 2.55
Franklin K2 Alternative Strategies Fund I(acc)GBP-H1 Multistrategy GBP No 1.70
Franklin K2 Alternative Strategies Fund I(acc)USD Multistrategy USD No 1.70
Franklin K2 Alternative Strategies Fund Z(acc)GBP-H1 Multistrategy GBP No 2.05
Franklin K2 Alternative Strategies Fund A(acc)USD Multistrategy USD No 2.55
Franklin K2 Alternative Strategies Fund I(acc)EUR-H1 Multistrategy EUR No 1.70
Franklin K2 Alternative Strategies Fund A(acc)EUR-H1 Multistrategy EUR No 2.55
Franklin K2 Alternative Strategies Fund W(acc)GBP-H1 Multistrategy GBP No 1.75
BlackRock Global Funds - Global High Yield Bond Fund A5 EUR Global High Yield Bond No 1.46
CT (Lux) - US High Yield Bond Class ZU Accumulation Shares USD High Yield Bond No 0.60
Franklin K2 Alternative Strategies Fund Z(acc)USD Multistrategy USD No 2.05
United ASEAN Discovery Fund Equity - ASEAN No 1.94
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