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
AB - Short Duration High Yield Portfolio I2 USD Acc Global High Yield Bond No 0.75
PIMCO GIS Diversified Income Fund Institutional CHF (Hedged) Accumulation Global Flexible Bond - CHF Hedged No 0.70
MFS Meridian Funds - Blended Research European Equity Fund A1 USD Europe Large-Cap Blend Equity No No 1.60
MFS Meridian Funds - Blended Research European Equity Fund I1 EUR Europe Large-Cap Blend Equity No No 0.60
AB - Short Duration High Yield Portfolio A2 EUR H Acc Global High Yield Bond - EUR Hedged No 1.30
AB - Short Duration High Yield Portfolio AT GBP H Inc Global High Yield Bond - GBP Hedged No 1.30
AB - Short Duration High Yield Portfolio BT USD Inc Global High Yield Bond No 2.30
AB - Short Duration High Yield Portfolio C2 USD Acc Global High Yield Bond No 1.75
AB - Short Duration High Yield Portfolio I2 EUR H Acc Global High Yield Bond - EUR Hedged No 0.75
Allianz Global Investors Fund - Allianz Asian Multi Income Plus AM HKD Asia Allocation No Yes 1.55
PIMCO GIS Diversified Income Fund Administrative GBP (Hedged) Income Global Flexible Bond - GBP Hedged No 1.20
JPMorgan Multi Income (mth) - USD USD Moderate Allocation No 1.32
AB - Short Duration High Yield Portfolio AT EUR H Inc Global High Yield Bond - EUR Hedged No 1.30
MFS Meridian Funds - Blended Research European Equity Fund I1 GBP Europe Large-Cap Blend Equity No No 0.60
MFS Meridian Funds - Blended Research European Equity Fund A1 EUR Europe Large-Cap Blend Equity No No 1.60
Invesco Funds - Invesco Developed Small and Mid-Cap Equity Fund A Accumulation USD Global Small/Mid-Cap Equity No No 2.04
Allianz Global Investors Fund - Allianz Euro High Yield Bond AT (H2-PLN) Other Bond No 1.40
AB - Short Duration High Yield Portfolio AT USD Inc Global High Yield Bond No 1.30
AB - Short Duration High Yield Portfolio A2 USD Acc Global High Yield Bond No 1.30
Invesco Funds - Invesco Developed Small and Mid-Cap Fund C Accumulation USD Global Small/Mid-Cap Equity No No 1.29
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