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 Euro High Yield Fund A(Mdis)USD-H1 Other Bond No 1.34
AXA World Funds - Global High Yield Bonds A Distribution Monthly st USD Global High Yield Bond No 1.49
AXA World Funds - Global High Yield Bonds A Distribution Monthly st HKD (Hedged) Global High Yield Bond No 1.52
Principal Global Investors Funds - Global High Yield Fund A Hedged Inc AUD Other Bond No 1.28
HSBC Managed Growth Fund Inc P Global Large-Cap Blend Equity No No 0.00
HSBC Managed Balanced Fund Inc P USD Aggressive Allocation No No 0.00
AB - European Income Portfolio A2 USD H Acc Other Bond No 1.35
MFS Meridian Funds - Global High Yield Fund WH1 GBP Global High Yield Bond - GBP Hedged No 0.70
Neuberger Berman Strategic Income Fund SGD A (Monthly) Distributing Class Other Bond No 1.12
Neuberger Berman European High Yield Bond Fund USD A Distributing Class - Hedged Other Bond No 1.30
Franklin Floating Rate Fund PLC A SGD-H1 Dis Other Bond No 1.10
Franklin Floating Rate Fund PLC A RMB-H1 Dis Global/US Loan No 1.10
Franklin Floating Rate Fund PLC A EUR-H1 Dis Other Bond No 1.10
AB - European Income Portfolio AA RMB H Inc Other Bond No 1.35
Fidelity Funds - European High Yield Fund Y-Acc-USD (hedged) Other Bond No 0.90
AB - Mortgage Income Portfolio AA RMB H Inc Other Bond No 1.30
AB - European Income Portfolio A2 SGD H Acc Other Bond No 1.35
Goldman Sachs Global High Yield Portfolio Other Currency AUD-Hedged MDis Other Bond No 1.27
AB - European Income Portfolio CT USD H Inc Other Bond No 1.80
BNP Paribas Funds Russia Equity Classic USD MD-Distribution Other Equity No 0.46
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