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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
First Sentier Global Property Securities Fund Class I (Accumulation) USD Property - Indirect Global No Yes 1.75
AB FCP I - Short Duration Bond Portfolio - AA AUD H - DIST Other Bond No No 1.19
JPM Japan Equity A (acc) - USD (hedged) Other Equity No No 1.76
BlackRock Global Funds - Fixed Income Global Opportunities Fund C1 Global Flexible Bond - USD Hedged No 2.47
AB - Concentrated US Equity Portfolio A USD Acc US Large-Cap Growth Equity No Yes 1.79
BlackRock Global Funds - Global Equity Income Fund A6 HKD Hedged Other Equity No No 1.82
AB - Concentrated US Equity Portfolio C USD Acc US Large-Cap Growth Equity No Yes 2.24
BlackRock Global Funds - Fixed Income Global Opportunities Fund A2 JPY Hedged Other Bond No 1.22
AB - Concentrated US Equity Portfolio I EUR H Acc Other Equity No Yes 0.94
AB - Concentrated US Equity Portfolio A AUD H Acc Other Equity No Yes 1.79
AB - Concentrated US Equity Portfolio I GBP H Acc Other Equity No Yes 0.94
JPMorgan Funds - Emerging Markets Dividend Fund A (mth) - HKD Global Emerging Markets Equity No Yes 1.82
UBS (Lux) Equity Fund - China Opportunity (USD) P HKD acc China Equity No Yes 2.40
Schroder International Selection Fund Asian Dividend Maximiser A1 Distribution EUR Hedged M Other Equity No Yes 2.41
PIMCO GIS Income Fund E Class CHF (Hedged) Income Global Flexible Bond - CHF Hedged No Yes 1.50
AB - Concentrated US Equity Portfolio A EUR H Acc Other Equity No Yes 1.80
BlackRock Global Funds - China Fund A2 AUD Hedged Other Equity No Yes 1.84
BlackRock Global Funds - European Special Situations Fund A2 GBP Hedged Other Equity No Yes 1.83
BU RMB Core Bond Fund A USD Inc China Bond No 1.36
BU RMB Core Bond Fund A HKD Inc China Bond No 1.38
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