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 - Emerging Markets Debt Portfolio A2 EUR Acc Global Emerging Markets Bond No No 1.36
AB - Emerging Markets Debt Portfolio AT EUR Inc Global Emerging Markets Bond No No 1.36
AB - Emerging Markets Debt Portfolio C EUR Inc Global Emerging Markets Bond No No 1.81
AB - Emerging Markets Debt Portfolio C2 EUR Acc Global Emerging Markets Bond No No 1.81
AB - Emerging Markets Debt Portfolio I2 EUR Acc Global Emerging Markets Bond No No 0.81
AB SICAVI - European Equity Portfolio A USD Acc Europe Large-Cap Blend Equity No No 1.82
AB SICAVI - European Equity Portfolio C USD Acc Europe Large-Cap Blend Equity No No 2.27
AB - Short Duration High Yield Portfolio A2 HKD Acc Global High Yield Bond No 1.30
AB SICAV I - Global Value Portfolio A EUR Acc Global Large-Cap Value Equity No No 1.81
AB SICAV I - Global Value Portfolio C EUR Acc Global Large-Cap Value Equity No No 2.26
AB - American Income Portfolio A2 SGD Acc USD Flexible Bond No 1.31
Signature CIO Balanced Fund AU C USD Acc USD Moderate Allocation No No 1.33
Signature CIO Income Fund AU MD D USD Inc USD Moderate Allocation No No 1.59
Signature CIO Balanced Fund AHK C HKD Acc USD Moderate Allocation No No 1.35
Signature CIO Income Fund AU C USD Acc USD Moderate Allocation No No 1.62
Signature CIO Income Fund AHK C HKD Acc USD Moderate Allocation No No 1.62
Signature CIO Income Fund AHK MD D HKD Inc USD Moderate Allocation No No 1.62
Neuberger Berman US Large Cap Value Fund EUR A Accumulating Class Other Equity No No 1.57
Capital Group Multi-Sector Income Fund (LUX) B EUR USD Flexible Bond No 1.10
Capital Group Multi-Sector Income Fund (LUX) Bd EUR USD Flexible Bond No 1.10
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