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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 Short Duration High Yield Engagement Fund Class USD A Dis USD High Yield Bond Yes 1.31
Franklin Euro Government Bond Fund I(Qdis)EUR EUR Government Bond Yes 0.34
Neuberger Berman Short Duration High Yield Engagement Fund Class AUD A (Monthly)Dis - Hedged Other Bond Yes 1.32
AB SICAV I - Sustainable Euro High Yield Portfolio AA EUR Inc EUR High Yield Bond Yes 1.35
AB SICAV I - Sustainable Euro High Yield Portfolio AA AUD H Inc Other Bond Yes 1.35
Neuberger Berman Short Duration High Yield Engagement Fund Class USD A (Monthly)Dis USD High Yield Bond Yes 1.31
AB SICAV I - Sustainable Euro High Yield Portfolio AA USD H Inc Other Bond Yes 1.35
AB SICAV I - Sustainable Euro High Yield Portfolio AT USD H Inc Other Bond Yes 1.35
Neuberger Berman Short Duration High Yield Engagement Fund SGD A (Monthly)Dis Class - Hedged Other Bond Yes 1.31
AB SICAV I - Sustainable Euro High Yield Portfolio AA SGD H Inc Other Bond Yes 1.35
AB SICAV I - Sustainable Euro High Yield Portfolio I2 USD H Acc Other Bond Yes 0.80
AB SICAV I - Sustainable Euro High Yield Portfolio AT AUD H Inc Other Bond Yes 1.35
AB SICAV I - Sustainable Euro High Yield Portfolio AT SGD H Inc Other Bond Yes 1.35
Franklin Euro Government Bond Fund N(acc)EUR EUR Government Bond Yes 1.35
Franklin Euro Government Bond Fund I(acc)EUR EUR Government Bond Yes 0.34
Fidelity Funds - US Dollar Cash Fund A-Acc-USD USD Money Market Yes 0.31
BlackRock Global Funds - Sustainable Global Bond Income Fund A2 USD Global Flexible Bond - USD Hedged Yes 1.23
BlackRock Global Funds - Sustainable Global Bond Income Fund A6 USD Global Flexible Bond - USD Hedged Yes 1.24
United ESG Series - Conservative Bond Fund MYR Bonds - Malaysia Yes 0.39
Allianz Emerging Markets SRI Bond A (H2-EUR) EUR Global Emerging Markets Bond - EUR Hedged Yes 1.50
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