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 Choice Fund - Allianz Choice Balanced Fund Ordinary I Other No Yes 0.00
Janus Henderson Capital Funds plc - High Yield Fund Class I2 USD USD High Yield Bond No 0.79
MFS Meridian Funds - Inflation Adjusted Bond Fund W1 USD USD Inflation-Linked Bond No 0.58
Pictet-Global Emerging Debt P dm USD Global Emerging Markets Bond No 1.37
MFS Meridian Funds - Global High Yield Fund W1 USD Global High Yield Bond No 0.70
MFS Meridian Funds - U.S. Government Bond Fund W1 USD USD Government Bond No 0.58
AXA World Funds - US High Yield Bonds A Capitalisation USD USD High Yield Bond No 1.44
PIMCO GIS Global High Yield Bond Fund Institutional CHF (Hedged) Accumulation Global High Yield Bond - CHF Hedged No 0.55
Franklin Gold & Precious Metals Fund A(acc)HKD Sector Equity Precious Metals No 1.86
Franklin Gold & Precious Metals Fund A(acc)USD Sector Equity Precious Metals No 1.86
Fidelity Funds - Emerging Market Debt Fund A-Acc-EUR (hedged) Global Emerging Markets Bond - EUR Hedged No 1.63
St James's Managed Growth Inc GBP Allocation 60-80% Equity No 1.51
PIMCO GIS Emerging Local Bond Fund E Class USD Income Global Emerging Markets Bond - Local Currency No 1.89
St James's Strategic Managed Inc GBP Allocation 60-80% Equity No 1.51
Allianz Global Investors Fund - Allianz US High Yield AM USD USD High Yield Bond No 1.24
Allianz Global Investors Fund - Allianz US High Yield IT USD USD High Yield Bond No 0.76
AB - European Income Portfolio I2 AUD H Acc Other Bond No 0.80
BlackRock Global Funds - US Dollar High Yield Bond Fund D2 EUR Hedged Other Bond No 0.75
AB - European Income Portfolio I2 USD H Acc Other Bond No 0.80
BlackRock Global Funds - Global Government Bond Fund D2 USD Global Government Bond - USD Hedged No 0.61
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