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
Morgan Stanley Investment Funds - Global Opportunity Fund A Global Large-Cap Growth Equity No Yes 1.84
Morgan Stanley Investment Funds - Global Opportunity Fund C Global Large-Cap Growth Equity No Yes 2.64
AB - Asia Ex-Japan Equity Portfolio AD EUR Inc Asia ex-Japan Equity No No 2.01
PIMCO GIS Diversified Income Fund M Retail USD Income Global Flexible Bond - USD Hedged No 1.60
AB - Asia Ex-Japan Equity Portfolio C EUR Acc Asia ex-Japan Equity No No 2.46
Invesco Funds - Invesco Asia Asset Allocation Fund A Quarterly Distribution HKD Asia Allocation No No 1.69
Barings International Umbrella Fund - Barings ASEAN Frontiers Fund Class I EUR Acc ASEAN Equity No No 1.00
Capital Group Emerging Markets Total Opportunities (LUX) Bd Global Emerging Markets Allocation No No 1.90
HSBC FTSE 100 Index Institutional Accumulation UK Large-Cap Equity No No 0.03
Capital Group Emerging Markets Total Opportunities (LUX) A7 Global Emerging Markets Allocation No No 0.80
Amundi HK Balanced Fund Classic Institutional III USD - Accumulation USD Moderate Allocation No No 1.43
AB - American Income Portfolio A2 EUR H Acc Other Bond No 1.31
Fidelity Funds - US High Yield Fund A-Acc-USD USD High Yield Bond No 1.39
AB - American Income Portfolio C2 EUR H Acc Other Bond No 1.76
Fidelity Funds - Asian Bond Fund A-MDIST-USD Asia Bond No No 1.05
Fidelity Funds - Asian Bond Fund A-Acc-USD Asia Bond No No 1.05
AB - American Income Portfolio A2 SGD H Acc Other Bond No 1.31
Fidelity Funds - Asian High Yield Fund A-MINCOME-USD Asia High Yield Bond No No 1.40
Fidelity Funds - Japan Value Fund A-DIST-EUR (hedged) Other Equity No No 1.92
AB - Asia Ex-Japan Equity Portfolio AD CAD H Inc Other Equity No No 2.01
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