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
BlackRock Global Funds - Global Multi-Asset Income Fund A4G CHF Hedged CHF Moderate Allocation No 1.77
CCB Principal Dual Income Bond Fund H Aggressive Bond No 0.92
JPMorgan Europe High Yield Bond Fund (mth) - HKD (hedged) Other Bond No 1.70
Allianz Global Investors Fund - Allianz US Short Duration High Income Bond R (H2-EUR) Other Bond No 0.79
PIMCO GIS Global High Yield Bond Fund E Class EUR (Hedged) Income Global High Yield Bond - EUR Hedged No 1.45
JPMorgan Europe High Yield Bond Fund (mth) - RMB (hedged) Other Bond No 1.70
CSOP Shen Zhou RMB Fund A HKD RMB Bond - Onshore No 1.69
PIMCO GIS Global High Yield Bond Fund Investor USD Accumulation Global High Yield Bond No 0.90
Goldman Sachs Global Securitised Income Bond Portfolio Base USD (Gross M-Dist) Other Bond No 1.35
PIMCO GIS US High Yield Bond Fund Institutional GBP (Hedged) Income Other Bond No 0.55
Principal Global Investors Funds - Preferred Securities Fund D2 Inc USD Other Bond No 1.37
BlackRock Global Funds - US Dollar Short Duration Bond Fund D2 EUR Hedged Other Bond No 0.53
BlackRock Global Funds - Global Multi-Asset Income Fund A5G USD USD Moderate Allocation No 1.78
Barings Emerging Markets Sovereign Debt Fund Tranche A USD Distribution Shares Global Emerging Markets Bond No 0.34
Principal Global Investors Funds - Post Short Duration High Yield Fund A Acc USD Global High Yield Bond No 1.16
Franklin High Yield Fund A(acc)USD USD High Yield Bond No 1.39
BlackRock Global Funds - US Dollar Reserve Fund Hedged A2 GBP Money Market - Other No 0.54
Fidelity Funds - Euro Bond Fund A-DIST-EUR EUR Diversified Bond No 1.00
abrdn SICAV I – Euro High Yield Bond Fund Class A Acc EUR EUR High Yield Bond No 1.46
BlackRock Global Funds - Emerging Europe Fund A2 Other Equity No 2.07
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