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 - Emerging Markets Bond Fund A1 Global Emerging Markets Bond No 1.45
JPMorgan Funds - Asia Pacific Income Fund A (acc) - USD Asia Allocation No 1.77
AB - European Income Portfolio C2 Acc EUR Flexible Bond No 1.80
AB - All Market Income Portfolio B2X Acc USD Moderate Allocation No No 2.43
AB - American Income Portfolio BT Inc USD Flexible Bond No 2.01
PineBridge Global Funds-PineBridge Europe Research Enhanced Equity Fund Class A Europe Large-Cap Blend Equity No 1.76
BlackRock Global Funds - Euro Corporate Bond Fund A3 EUR EUR Corporate Bond No No 1.01
Templeton Global Bond Fund I(acc)USD Global Flexible Bond No 0.81
BlackRock Global Funds - Emerging Markets Bond Fund A3 Global Emerging Markets Bond No 1.45
PineBridge Global Funds-PineBridge Europe Research Enhanced Equity Fund Class Y Europe Large-Cap Blend Equity No 1.76
MFS Meridian Funds - Global Total Return Fund I1 USD USD Moderate Allocation No No 0.86
JPMorgan Asian Smaller Companies Fund (acc) - USD Asia ex-Japan Small/Mid-Cap Equity No 1.72
MFS Meridian Funds - Global Total Return Fund A1 EUR USD Moderate Allocation No No 1.85
Capital Group Global Equity Fund (LUX) Bd Global Large-Cap Blend Equity No No 1.70
AB - All Market Income Portfolio A2X Acc USD Moderate Allocation No No 1.43
Schroder Stable Growth Fund C Accumulation USD USD Moderate Allocation No 0.82
AB - All Market Income Portfolio CX Inc USD Moderate Allocation No No 1.88
PineBridge Asia ex Japan Small Cap Equity Fund Y Asia ex-Japan Small/Mid-Cap Equity No 1.13
AB - European Income Portfolio AT Inc EUR Flexible Bond No 1.35
AB - American Income Portfolio C Inc USD Flexible Bond No 1.76
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