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 - All Market Income Portfolio A USD Acc USD Moderate Allocation No No 1.78
AB - All Market Income Portfolio AD AUD H Inc Other Allocation No No 1.78
AB - All Market Income Portfolio A HKD Acc USD Moderate Allocation No No 1.78
AB - All Market Income Portfolio AD USD Inc USD Moderate Allocation No No 1.78
BlackRock Global Funds - Asian Tiger Bond Fund A6 SGD Hedged Other Bond No 1.20
AB - All Market Income Portfolio AD HKD Inc USD Moderate Allocation No No 1.78
BlackRock Global Funds - Asian Tiger Bond Fund A1 USD Asia Bond No 1.20
Invesco Funds - Invesco Pan European Equity Fund C Accumulation EUR Europe Large-Cap Value Equity No 1.37
Invesco Funds - Invesco Global Consumer Trends Fund C Accumulation USD Sector Equity Consumer Goods & Services No Yes 1.37
Invesco Funds - Invesco Nippon Small/Mid Cap Equity Fund C Accumulation JPY Japan Small/Mid-Cap Equity No 1.51
Janus Henderson Horizon Japanese Smaller Companies Fund A2 USD Japan Small/Mid-Cap Equity No 2.17
Schroder International Selection Fund Global Corporate Bond A1 Accumulation USD Global Corporate Bond - USD Hedged No 1.48
BlackRock Global Funds - Euro Corporate Bond Fund A1 EUR EUR Corporate Bond No No 1.01
AB - American Income Portfolio A Inc USD Flexible Bond No 1.31
HSBC Global Investment Funds - Asia ex Japan Equity Smaller Companies AD Asia ex-Japan Small/Mid-Cap Equity No 1.84
Templeton Global Bond Fund A(Mdis)EUR Global Flexible Bond No 1.35
Templeton Global Total Return Fund N(acc)USD Global Flexible Bond No 2.07
AB - American Income Portfolio B Inc USD Flexible Bond No 2.01
JupiterMerian World Equity Fund L (USD) Acc Global Flex-Cap Equity No Yes 1.69
AB - American Income Portfolio C2 Acc USD Flexible Bond No 1.76
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