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
Allianz Global Investors Fund - Allianz Europe Equity Growth AT H2-USD Other Equity No Yes 1.85
MFS Meridian Funds - Emerging Markets Equity Fund Z1 EUR Global Emerging Markets Equity No No 0.05
JPMorgan Asian Total Return Bond (mth) - NZD (hedged) Other Bond No 1.07
FSSA Asian Equity Plus Fund Class III (Distributing) GBP Asia-Pacific ex-Japan Equity No Yes 1.05
FSSA Asian Equity Plus Fund Class III (Accumulation) USD Asia-Pacific ex-Japan Equity No Yes 1.05
AB - Global Real Estate Securities Portfolio C USD Acc Property - Indirect Global No Yes 2.45
AB - Emerging Market Corporate Debt Portfolio C2 USD Acc Global Emerging Markets Corporate Bond No No 1.95
FTGF Western Asset Asian Opportunities Fund Class A US$ Distributing (M) Plus Asia Bond - Local Currency No 1.41
FSSA Asian Equity Plus Fund Class III (Distributing) USD Asia-Pacific ex-Japan Equity No Yes 1.05
JPMorgan Asian Total Return Bond (mth) - CAD (hedged) Other Bond No 1.07
BlackRock Global Funds - Euro Bond Fund A2 USD Hedged Other Bond No No 0.98
BlackRock Global Funds - Euro Bond Fund D2 USD Hedged Other Bond No No 0.63
BlackRock Global Funds - European Equity Income Fund D5G EUR Europe Equity Income No Yes 1.08
Fidelity Funds - Asia Pacific Dividend Fund A-MINCOME(G)-USD Asia-Pacific ex-Japan Equity Income No Yes 1.95
BlackRock Global Funds - European Equity Income Fund D4G Europe Equity Income No Yes 1.07
PIMCO GIS Global Investment Grade Credit Fund Administrative CHF (Hedged) Accumulation Global Corporate Bond - CHF Hedged No 1.00
Pictet-Emerging Corporate Bonds P DM USD Global Emerging Markets Corporate Bond No 1.79
Schroder International Selection Fund Global Dividend Maximiser A Accumulation EUR Hedged Other Equity No No 1.90
Amundi Funds - Asia Equity Focus A2 USD (C) Asia ex-Japan Equity No Yes 2.32
Amundi Funds - Latin America Equity A2 USD (C) Latin America Equity No No 2.23
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