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
FTGF Western Asset Global Multi Strategy Fund Class A Euro Accumulating (Hedged) Global Flexible Bond - EUR Hedged No 1.41
Barings International Umbrella Fund - Barings ASEAN Frontiers Fund Class A GBP Inc ASEAN Equity No No 1.70
Templeton Frontier Markets Fund A(acc)EUR Global Frontier Markets Equity No 2.53
Templeton Frontier Markets Fund A(acc)USD Global Frontier Markets Equity No 2.53
Allianz Global Investors Fund - Allianz Asia Pacific Income A EUR Asia Allocation No No 1.81
Barings German Growth Trust - Class A GBP Inc Germany Equity No No 1.57
Natixis International Funds (Dublin) I - Loomis Sayles Multisector Income Fund R/DM (USD) USD Flexible Bond No 1.50
Barings Global Agriculture Fund - Class A GBP Acc Sector Equity Agriculture No No 1.70
BlackRock Global Funds - Euro Short Duration Bond Fund A4 GBP Hedged Other Bond No 0.87
HSBC Global Investment Funds - BRIC Equity AC Other Equity No No 1.84
BlackRock Global Funds - Euro Short Duration Bond Fund A2 CHF Hedged Other Bond No 0.86
BlackRock Global Funds - Euro Short Duration Bond Fund D4 GBP Hedged Other Bond No 0.52
Barings International Umbrella Fund - Barings ASEAN Frontiers Fund Class I GBP Acc ASEAN Equity No No 1.00
New Capital Wealthy Nations Bond Fund SGD Ord Inc Other Bond No 1.50
BlackRock Global Funds - World Energy Fund D4 Sector Equity Energy No No 1.30
Invesco Funds - Invesco US Value Equity Fund A Accumulation USD US Large-Cap Value Equity No No 1.72
Barings German Growth Trust - Class I GBP Inc Germany Equity No No 0.82
Allspring (Lux) Worldwide Fund - U.S. Short-Term High Yield Bond Fund A USD Acc USD High Yield Bond No 1.20
HSBC FTSE 100 Index Fund Income C UK Large-Cap Equity No No 0.10
HSBC FTSE 100 Index Fund Accumulation C UK Large-Cap Equity No No 0.10
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