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
Bochk All Weather Global Opportunities Fund A3 (AUD-H) USD Flexible Allocation No 2.41
Allianz Global Investors Fund - Allianz Asian Multi Income Plus AM (H2-AUD) Other Allocation No 1.55
BOCHK All Weather China High Yield Bond Fund Class A4 (AUD-H) Other Bond No 1.48
BlackRock Global Funds - Emerging Markets Bond Fund A8 ZAR Hedged Other Bond No 1.45
BlackRock Global Funds - Systematic Global Equity High Income Fund A8 NZD Hedged Other Equity No 1.80
BlackRock Global Funds - Systematic Global Equity High Income Fund A6 Hedged HKD Other Equity No 1.80
Manulife Global Fund - Asia Total Return Fund AA Asia Bond No 1.34
BlackRock Global Funds - Systematic Global Equity High Income Fund A6 USD Global Equity Income No 1.81
BlackRock Global Funds - Systematic Global Equity High Income Fund A8 Hedged AUD Other Equity No 1.80
BlackRock Global Funds - Systematic Global Equity High Income Fund A8 Hedged CAD Other Equity No 1.80
BlackRock Global Funds - Systematic Global Equity High Income Fund A6 Hedged GBP Other Equity No 1.80
Fidelity Funds - FIRST All Country World Fund Y-Acc-USD Global Large-Cap Blend Equity No 1.07
Janus Henderson Horizon Japanese Smaller Companies Fund A2 HUSD Other Equity No 2.24
FTGF Royce US Small Cap Opportunity Fund Class A CNH Accumulating (Hedged) Other Equity No 1.96
AB - European Income Portfolio IT USD H Inc Other Bond No 0.80
AB - Short Duration High Yield Portfolio IT EUR H Inc Global High Yield Bond - EUR Hedged No 0.75
MFS Meridian Funds - Global Total Return Fund AH1 EUR EUR Moderate Allocation - Global No No 1.90
Value Partners Greater China High Yield Income Fund Class P SGD HMDis Other Bond No 1.91
BlackRock Global Funds - Global Corporate Bond Fund A8 NZD Hedged Other Bond No 1.00
JPMorgan Funds - Total Emerging Markets Income Fund A (mth) - HKD Global Emerging Markets Allocation No No 1.58
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