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
Barings Global High Yield Bond Fund Tranche G EUR Hedged Accumulating Share Global High Yield Bond - EUR Hedged No 1.34
Allianz Global Investors Fund - Allianz Oriental Income WT EUR Asia-Pacific Equity No No 0.66
Nomura Funds Ireland plc - US High Yield Bond Fund Class A GBP Hedged Other Bond No 1.14
Morgan Stanley Investment Funds - US Growth Fund A (EUR) US Large-Cap Growth Equity No Yes 1.66
FTGF Brandywine Global Income Optimiser Fund Class A USD Distributing (M) Plus Global Flexible Bond No 1.37
BlackRock Global Funds - Japan Small & MidCap Opportunities Fund D2 USD Japan Small/Mid-Cap Equity No No 1.05
BlackRock Global Funds - Japan Small & MidCap Opportunities Fund A2 EUR Japan Small/Mid-Cap Equity No No 1.80
BlackRock Global Funds - Japan Small & MidCap Opportunities Fund C2 USD Japan Small/Mid-Cap Equity No No 3.05
BlackRock Global Funds - Japan Small & MidCap Opportunities Fund D2 EUR Japan Small/Mid-Cap Equity No No 1.05
BlackRock Global Funds - Japan Small & MidCap Opportunities Fund A2 USD Japan Small/Mid-Cap Equity No No 1.80
Fidelity Funds - UK Special Situations Fund A-INC-GBP UK Flex-Cap Equity No No 1.95
Barings Global High Yield Bond Fund Tranche G RMB H Accumulation Other Bond No 1.32
Barings Global High Yield Bond Fund Tranche G RMB H Distribution Other Bond No 1.34
Allianz Global Investors Fund - Allianz Oriental Income AT HKD Asia-Pacific Equity No No 1.85
UBS (HK) Fund Series Asia Allocation Opportunity (USD) Class A USD Acc Asia Allocation No No 1.94
UBS (HK) Fund Series Asia Allocation Opportunity (USD) Class A USD mdist Asia Allocation No No 1.85
UBS (HK) Fund Series Asia Allocation Opportunity (USD) Class I-B USD Acc Asia Allocation No No 0.00
T. Rowe Price Funds SICAV - Global Value Equity Fund Q USD Global Large-Cap Value Equity No No 0.89
Allianz Global Investors Fund - Allianz Oriental Income IT EUR Asia-Pacific Equity No No 0.96
FTGF Brandywine Global Income Optimiser Fund Class A HKD Distributing (M) Plus Global Flexible Bond No 1.37
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