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
Principal Global Investors Funds - Preferred Securities Fund A Acc USD Other Bond No No 1.07
Pictet – Global Multi Asset Themes P USD EUR Flexible Allocation - Global No Yes 1.77
BlackRock Global Funds - Fixed Income Global Opportunities Fund D5 USD Global Flexible Bond - USD Hedged No 0.72
JPMorgan Asian Total Return Bond (mth) - HKD Asia Bond No 1.07
Natixis International Funds (Lux) I - Harris Associates Global Equity Fund F/A (USD) Global Large-Cap Value Equity No Yes 1.40
Allianz Global Investors Fund - Allianz Europe Equity Growth AT H-PLN Other Equity No Yes 1.85
JPMorgan Asian Total Return Bond (acc) - USD Asia Bond No 1.07
Eastspring Investments- Asian High Yield Bond Fund Adm-USD Asia High Yield Bond No No 1.30
Schroder International Selection Fund Global Multi-Asset Income A1 Distribution USD M USD Cautious Allocation No No 2.07
Schroder International Selection Fund Global Multi-Asset Income A1 Accumulation EUR Hedged EUR Cautious Allocation - Global No No 2.10
Schroder International Selection Fund Global Multi-Asset Income A Accumulation USD USD Cautious Allocation No No 1.56
Schroder International Selection Fund Global Multi-Asset Income A Distribution USD MF USD Cautious Allocation No No 1.57
Schroder International Selection Fund Global Multi-Asset Income A1 Accumulation USD USD Cautious Allocation No No 2.07
Neuberger Berman US Real Estate Securities Fund USD A Distributing Class Property - Indirect North America No Yes 1.74
Schroder International Selection Fund Global Multi-Asset Income A Accumulation EUR Hedged EUR Cautious Allocation - Global No No 1.60
Fidelity Funds - Global Short Duration Income Fund A-Acc-EUR Global Flexible Bond No 1.07
Schroder International Selection Fund Global Multi-Asset Income A1 Distribution EUR Hedged QV EUR Cautious Allocation - Global No No 2.10
Principal Global Investors Funds - Preferred Securities Fund I Hedged Inc JPY Other Bond No No 0.46
Schroder International Selection Fund Global Multi-Asset Income A Distribution EUR Hedged QV EUR Cautious Allocation - Global No No 1.60
Ninety One Global Strategy Fund - Emerging Markets Corporate Debt Fund C Inc-2 USD Global Emerging Markets Corporate Bond No No 2.70
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