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 - Global Corporate Bond Fund A8 AUD Hedged Other Bond No No 1.00
FTGF Royce US Small Cap Opportunity Fund Class A Euro Accumulating (Hedged) Other Equity No No 1.96
BlackRock Global Funds - Emerging Markets Bond Fund A8 AUD Hedged Other Bond No 1.45
Allianz Global Investors Fund - Allianz Euro High Yield Bond AM EUR EUR High Yield Bond No 1.40
BlackRock Global Funds - Asian Tiger Bond Fund A8 AUD Hedged Other Bond No 1.20
JPM Emerging Markets Debt A (irc) - NZD (hedged) Other Bond No 1.46
MFS Meridian Funds - Global Total Return Fund N1 USD USD Moderate Allocation No No 2.45
HSBC Global Investment Funds - Managed Solutions - Asia Focused Growth ACOEUR Other Allocation No Yes 1.86
HSBC Global Investment Funds - Managed Solutions - Asia Focused Growth ACHKD Asia Allocation No Yes 1.87
BlackRock Global Funds - Euro Short Duration Bond Fund D4 USD Hedged Other Bond No 0.52
AB - Asia Ex-Japan Equity Portfolio AD EUR H Inc Other Equity No No 2.01
HSBC Global Investment Funds - Managed Solutions - Asia Focused Growth AC Asia Allocation No Yes 1.87
JPM Emerging Markets Debt A (irc) - AUD (hedged) Other Bond No 1.46
HSBC Global Investment Funds - Managed Solutions - Asia Focused Growth ACOAUD Other Allocation No Yes 1.86
PIMCO GIS Diversified Income Fund Investor USD Accumulation Global Flexible Bond - USD Hedged No 1.04
PIMCO GIS Diversified Income Fund Investor USD Income Global Flexible Bond - USD Hedged No 1.04
AB - Emerging Markets Debt Portfolio CT USD Inc Global Emerging Markets Bond No No 1.81
JPM Emerging Markets Debt A (irc) - CAD (hedged) Other Bond No 1.45
JPMorgan ASEAN Fund (acc) - HKD ASEAN Equity No No 1.60
AB - American Income Portfolio IT AUD H Inc Other Bond No 0.76
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