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
Invesco Funds - Invesco Euro Corporate Bond Fund A Annual Distribution EUR EUR Corporate Bond No No 1.27
Eastspring Investments - Asian Bond Fund - AADM (hedged) Other Bond No 1.30
JPMorgan Multi Income (mth) - CAD (hedged) Other Allocation No 1.32
JPMorgan Multi Income (mth) - NZD (hedged) Other Allocation No 1.32
AB - Short Duration High Yield Portfolio AT SGD H Inc Other Bond No 1.30
JPMorgan Funds - Asia Pacific Income Fund A (mth) - HKD Asia Allocation No No 1.76
AB - Short Duration High Yield Portfolio AT AUD H Inc Other Bond No 1.30
JPMorgan Multi Income (mth) - AUD (hedged) Other Allocation No 1.32
Schroder International Selection Fund Multi-Asset Growth and Income A1 Accumulation USD USD Moderate Allocation No No 2.07
AB - American Income Portfolio CT Inc USD Flexible Bond No 1.76
HSBC Global Investment Funds - Global High Income Bond AM3HAUD Other Bond No 1.51
Allspring (Lux) Worldwide Fund - U.S. Short-Term High Yield Bond Fund I USD Acc USD High Yield Bond No 0.70
HSBC Global Investment Funds - Global High Yield Bond AM3HEUR Global High Yield Bond - EUR Hedged No 1.36
AB - American Income Portfolio AT RMB H Inc Other Bond No 1.31
Templeton Global Bond Fund A(Mdis)RMB-H1 Other Bond No Yes 1.36
Eastspring Investments - Asian Bond Fund - AHDM Asia Bond No 1.30
Eastspring Investments - Asian Bond Fund - ANDM (hedged) Other Bond No 1.30
Eastspring Investments - Asian Bond Fund - AGDM (hedged) Other Bond No 1.30
HSBC Global Investment Funds - Global High Yield Bond AM2 Global High Yield Bond No 1.34
HSBC Global Investment Funds - Global High Yield Bond AM2HKD Global High Yield Bond No 1.34
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