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
Ping An Of China SIF - RMB Bond Fund Class A RMB China Bond No 1.27
BlackRock Global Funds - US Dollar Short Duration Bond Fund D3 USD USD Diversified Bond - Short Term No 0.53
Barings Global Senior Secured Bond Fund S USD Distribution Shares Global High Yield Bond No 0.30
Barings Umbrella Fund plc - Barings Developed and Emerging Markets High Yield Bond Fund I EUR Acc Global High Yield Bond No 0.70
Fidelity Funds - European High Yield Fund A-Acc-USD (hedged) Other Bond No 1.40
Principal Global Investors Funds - Global High Yield Fund A Inc USD Global High Yield Bond No 1.25
Principal Global Investors Funds - Preferred Securities Fund A Hedged Inc GBP Other Bond No 1.10
Neuberger Berman High Yield Bond Fund AUD A Accumulating Class - Hedged Other Bond No 1.30
Allianz Global Investors Fund - Allianz US High Yield AM HKD USD High Yield Bond No 1.24
Neuberger Berman High Yield Bond Fund GBP A Accumulating Class - Hedged Other Bond No 1.30
MFS Meridian Funds - Global High Yield Fund A1 EUR Global High Yield Bond No 1.40
Janus Henderson Capital Funds plc - High Yield Fund Class A3m HKD USD High Yield Bond No 1.63
Janus Henderson Capital Funds plc - High Yield Fund Class A2 HKD USD High Yield Bond No 1.63
Barings Umbrella Fund plc - Barings Developed and Emerging Markets High Yield Bd Fd Trnh G USD Acc Global High Yield Bond No 1.36
Allianz Global Investors Fund - Allianz US High Yield AT USD USD High Yield Bond No 1.24
Morgan Stanley Investment Funds - Emerging Markets Debt Fund AHX (EUR) Global Emerging Markets Bond - EUR Hedged No 1.67
Allianz Global Investors Fund - Allianz US High Yield AT HKD USD High Yield Bond No 1.24
BlackRock Global Funds - China Bond Fund Class A2 China Bond No 1.00
BlackRock Global Funds - China Bond Fund D3 USD China Bond No 0.65
BlackRock Global Funds - China Bond Fund C2 USD China Bond No 2.25
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