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
UBS (Lux) Bond Fund - Euro High Yield (EUR) (GBP hedged) P-mdist Other Bond No 1.40
PIMCO GIS Global High Yield Bond Fund M Retail USD Income II Global High Yield Bond No 1.45
AB - European Income Portfolio AA USD H Inc Other Bond No 1.35
BlackRock Global Funds - Global Multi-Asset Income Fund D6 USD USD Moderate Allocation No 0.88
BlackRock Global Funds - Global Multi-Asset Income Fund A8 CAD Hedged Other Allocation No 1.78
AB - European Income Portfolio AA AUD H Inc Other Bond No 1.35
BlackRock Global Funds - Global Multi-Asset Income Fund A8 GBP Hedged GBP Allocation 40-60% Equity No 1.78
AB - European Income Portfolio AA EUR Inc EUR Flexible Bond No 1.35
Franklin Global Sukuk Fund X(Qdis)USD Islamic Global Bond No 0.27
BlackRock Global Funds - Global High Yield Bond Fund A8 ZAR Hedged Other Bond No 1.45
BlackRock Global Funds - US Dollar High Yield Bond Fund A8 ZAR Hedged Other Bond No 1.45
AB - Mortgage Income Portfolio C2 USD Acc USD Flexible Bond No 1.75
AB - Mortgage Income Portfolio AA AUD H Inc Other Bond No 1.30
AB - Mortgage Income Portfolio AT Inc USD Flexible Bond No 1.30
AB - Mortgage Income Portfolio A USD Inc USD Flexible Bond No 1.30
AB - Mortgage Income Portfolio AA USD Inc USD Flexible Bond No 1.30
AB - Mortgage Income Portfolio I USD Inc USD Flexible Bond No 0.75
AB - Mortgage Income Portfolio I2 USD Acc USD Flexible Bond No 0.75
AB - Mortgage Income Portfolio A2 Acc USD Flexible Bond No 1.30
AB - Mortgage Income Portfolio C USD Inc USD Flexible Bond No 1.75
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