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
Franklin Income Fund A(acc)USD USD Moderate Allocation No 1.65
Franklin Income Fund A(Mdis)AUD-H1 Other Allocation No 1.65
BU Asia Pacific Flexi Allocation Fund A (Dis) Asia Allocation No No 1.89
BU Asia Pacific Flexi Allocation Fund A AUD Hedged (Dis) Other Allocation No No 1.86
BU Asia Pacific Flexi Allocation Fund A RMB Hedged (Dis) Other Allocation No No 1.87
BU Asia Pacific Flexi Allocation Fund A NZD Hedged (Dis) Other Allocation No No 1.88
BU Asia Pacific Flexi Allocation Fund A (Dis) Asia Allocation No No 1.89
BU Asia Pacific Flexi Allocation Fund A (Acc) Asia Allocation No No 1.88
Allianz Global Investors Fund - Allianz Oriental Income Ertrag Asien Pazifik A2 EUR Asia-Pacific Equity No No 1.85
AB - Global High Yield Portfolio I2 SGD H Acc Other Bond No 1.13
Allianz Global Investors Fund - Allianz Income and Growth AM (H2-ZAR) Other Allocation No No 1.55
Value Partners Ireland Fund ICAV - Value Partners Health Care Fund A USD Acc Sector Equity Healthcare No Yes 2.28
Capital Group European Growth and Income Fund (LUX) Zgdh-GBP Other Equity No No 0.90
Capital Group European Growth and Income Fund (LUX) Zh-GBP Other Equity No No 0.90
Capital Group European Growth and Income Fund (LUX) Bh-USD Other Equity No No 1.70
Manulife Global Fund - Asian Small Cap Equity Fund I3 Asia ex-Japan Small/Mid-Cap Equity No No 0.25
Capital Group European Growth and Income Fund (LUX) Zh-USD Other Equity No No 1.00
Value Partners Ireland Fund ICAV - Value Partners Health Care Fund A HKD Acc Sector Equity Healthcare No Yes 2.50
Fidelity Funds - Pacific Fund A-DIST-USD (hedged) Other Equity No 1.94
Barings Global High Yield Bond Fund C USD Accumulating Shares Global High Yield Bond No 0.57
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