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
Principal Global Investors Funds - Origin Global Smaller Companies Fund A Acc USD Global Small/Mid-Cap Equity No No 2.01
Schroder International Selection Fund Japanese Smaller Companies A1 Accumulation USD Japan Small/Mid-Cap Equity No No 2.37
Schroder International Selection Fund Japanese Smaller Companies A1 Accumulation EUR Japan Small/Mid-Cap Equity No No 2.37
Capital Group US High Yield Fund (LUX) A4 USD High Yield Bond No 0.40
Franklin Income Fund A (Mdis) HKD USD Moderate Allocation No 1.65
Capital Group Global High Income Opportunities (LUX) A9 Global Flexible Bond No 0.40
Capital Group US High Yield Fund (LUX) A4h-CHF Other Bond No 0.50
Schroder Asian Asset Income Fund X Accumulation HKD Asia Allocation No No 1.55
Schroder Asian Asset Income Fund X Accumulation USD Asia Allocation No No 1.54
AB - Emerging Markets Multi-Asset Portfolio AD RMB H Inc Other Allocation No No 1.88
Capital Group Global High Income Opportunities (LUX) Bfdmh-CNH Other Bond No 1.70
Barings Global High Yield Bond Fund G EUR Hedged Distribution Monthly Shares Global High Yield Bond - EUR Hedged No 1.34
Barings Global High Yield Bond Fund G SGD Distribution Shares Other Bond No 1.34
Barings Global High Yield Bond Fund G HKD Unhedged Accumulating Shares Global High Yield Bond No 1.32
Goldman Sachs Global Multi-Asset Income Portfolio Other Currency AUD Hedged (Gross MDist) Other Allocation No 1.47
Goldman Sachs Global Multi-Asset Income Portfolio Other Currency HKD (Gross MDist) USD Moderate Allocation No 1.47
Barings Global High Yield Bond Fund G GBP Distribution Shares Global High Yield Bond - GBP Hedged No 1.34
BlackRock Premier Global Investment Grade Bond Fund A2 USD Global Corporate Bond No No 1.18
BlackRock Premier Global Investment Grade Bond Fund A10 USD Global Corporate Bond No No 1.17
BlackRock Premier Global Investment Grade Bond Fund A10 Hedged RMB Other Bond No No 1.17
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