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 SICAV I - Global Value Portfolio AD GBP H Inc Other Equity No 1.81
AB SICAVI - European Equity Portfolio A SGD H Acc Other Equity No 1.82
AB SICAVI - European Equity Portfolio A USD H Acc Other Equity No 1.82
AB SICAVI - European Equity Portfolio AD EUR Inc Other Equity No 1.82
AB SICAVI - European Equity Portfolio AD SGD H Inc Other Equity No 1.82
JPMorgan Funds - Asia Pacific Income Fund A (irc) - RMB (hedged) Other Allocation No 1.80
AB - Emerging Markets Debt Portfolio AA ZAR H Inc Other Bond No No 1.36
Capital Group Emerging Markets Total Opportunities (LUX) Zh-GBP Other Allocation No 1.10
AB SICAV I - Global Value Portfolio A SGD H Acc Other Equity No 1.81
AB SICAV I - Global Value Portfolio AD SGD H Inc Other Equity No 1.81
AB SICAV I - Global Value Portfolio AD CAD H Inc Other Equity No 1.81
JPMorgan Multi Income (mth) - RMB hedged Other Allocation No 1.32
AB SICAV I - Global Value Portfolio AD USD Inc Global Large-Cap Value Equity No 1.81
AB - European Income Portfolio AT SGD H Inc Other Bond No 1.35
FTGF Royce US Small Cap Opportunity Fund Class A GBP Accumulating (Hedged) Other Equity No 1.96
AB SICAVI - European Equity Portfolio A AUD H Acc Other Equity No 1.82
AB - American Income Portfolio AA ZAR H Inc Other Bond No 1.31
Fidelity Funds - Asian High Yield Fund A-HMDIST(G)-AUD (hedged) Other Bond No 1.40
Amundi HK Balanced Fund Classic RMB (hedged) - Accumulation Other Allocation No 1.40
JPMorgan Multi Income (acc) - RMB (hedged) Other Allocation No 1.32
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