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
Allianz Global Investors Fund - Allianz Income and Growth RM (H2-GBP) GBP Allocation 40-60% Equity No No 0.95
Franklin Income Fund N(acc)USD USD Moderate Allocation No 2.15
UBS (Lux) Bond SICAV - USD High Yield (USD) P-acc USD High Yield Bond No 1.34
AB - Global High Yield Portfolio A Inc Global High Yield Bond No 1.63
AB - Global High Yield Portfolio B Inc Global High Yield Bond No 2.63
Templeton Global Total Return Fund N(acc)USD Global Flexible Bond No Yes 2.07
AB - Global High Yield Portfolio A2 Acc Global High Yield Bond No 1.63
AB - Global High Yield Portfolio B2 Acc Global High Yield Bond No 2.63
Schroder International Selection Fund Japanese Smaller Companies A1 Accumulation JPY Japan Small/Mid-Cap Equity No No 2.36
Schroder International Selection Fund Global High Yield A1 Accumulation USD Global High Yield Bond No 1.73
Schroder International Selection Fund Global High Yield A Accumulation USD Global High Yield Bond No 1.28
Schroder International Selection Fund Japanese Smaller Companies A Accumulation JPY Japan Small/Mid-Cap Equity No No 1.87
Franklin Income Fund I(acc)USD USD Moderate Allocation No 0.84
Capital Group Global High Income Opportunities (LUX) B Global Flexible Bond No 1.60
Schroder International Selection Fund Global High Yield A1 Accumulation EUR Hedged Global High Yield Bond - EUR Hedged No 1.76
Schroder International Selection Fund Global High Yield A Accumulation EUR Hedged Global High Yield Bond - EUR Hedged No 1.31
Templeton Global Total Return Fund I(acc)USD Global Flexible Bond No Yes 0.82
Templeton Global Income Fund I(acc)USD USD Moderate Allocation No No 0.92
Schroder International Selection Fund Global High Yield A Distribution USD MV Global High Yield Bond No 1.28
Templeton Global Equity Income Fund A(acc)USD Global Equity Income No No 1.60
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