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
BlackRock Global Funds - Systematic Global Equity High Income Fund A5(G) USD Global Equity Income No No 1.81
Invesco Funds - Invesco Pan European Equity Income Fund C Accumulation EUR Europe Equity Income No No 1.19
Fidelity Funds - Asian High Yield Fund A-MDIST-USD Asia High Yield Bond No No 1.40
Schroder International Selection Fund Japanese Opportunities A1 Accumulation JPY Japan Flex-Cap Equity No No 2.36
BlackRock Global Funds - Systematic Global Equity High Income Fund C2 USD Global Equity Income No No 3.05
Schroder International Selection Fund Japanese Opportunities A Accumulation JPY Japan Flex-Cap Equity No No 1.86
Eastspring Investments - Dragon Peacock Fund - A Other Equity No No 1.80
BlackRock Global Funds - Systematic Global Equity High Income Fund C5(G) USD Global Equity Income No No 3.06
First Sentier Asian Quality Bond Fund Class I (Accumulation) USD Asia Bond No No 1.06
FTGF Western Asset US Government Liquidity Fund Class A US$ Accumulating USD Money Market - Short Term No Yes 0.65
Fidelity Funds - Japan Growth Fund I-Acc-JPY Japan Flex-Cap Equity No Yes 0.91
BlackRock Global Funds - Emerging Markets Bond Fund D2 Global Emerging Markets Bond No 0.85
Jupiter Emerging Market Debt Fund L EUR Acc Global Emerging Markets Bond No 1.95
Hang Seng Global Conservative Fund A USD Moderate Allocation No No 2.28
FTGF Western Asset US Government Liquidity Fund Class A (G) US$ Distributing (D) USD Money Market - Short Term No Yes 0.65
Franklin Strategic Income Fund A(acc)USD USD Flexible Bond No 1.35
BlackRock Global Funds - Systematic Global Equity High Income Fund A2 Hedged EUR Other Equity No No 1.80
PIMCO GIS Diversified Income Fund Investor EUR (Hedged) Accumulation Global Flexible Bond - EUR Hedged No 1.00
PIMCO GIS Diversified Income Fund E Class EUR (Hedged) Accumulation Global Flexible Bond - EUR Hedged No 1.60
Manulife Global Fund - U.S. Special Opportunities Fund AA USD High Yield Bond No 1.26
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