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 Umbrella Fund plc - Barings Developed and Emerging Markets High Yield Bd Fd Trnh G CHF H Acc Global High Yield Bond - CHF Hedged No 1.37
BlackRock Global Funds - US Dollar Short Duration Bond Fund A2 EUR Hedged Other Bond No 0.88
Pictet-Global Emerging Debt HP dm AUD Other Bond No 1.43
PIMCO GIS Emerging Markets Bond Fund M Retail AUD (Hedged) Income Other Bond No 1.69
Jupiter Dynamic Bond Class I EUR Acc Global Flexible Bond - EUR Hedged No 0.65
FTGF Western Asset US High Yield Fund Class A US$ Distributing (M) Plus USD High Yield Bond No 1.25
PIMCO GIS Global High Yield Bond Fund Administrative USD Income Global High Yield Bond No 1.05
Neuberger Berman High Yield Bond Fund Class USD A (Weekly) Distributing USD High Yield Bond No 1.31
Franklin High Yield Fund A(Mdis)AUD-H1 Other Bond No 1.40
MFS Meridian Funds - Global High Yield Fund N2 USD Global High Yield Bond No 1.90
MFS Meridian Funds - Global High Yield Fund N1 USD Global High Yield Bond No 1.90
BlackRock Global Funds - Global Multi-Asset Income Fund A8 AUD Hedged Other Allocation No 1.78
MFS Meridian Funds - Inflation Adjusted Bond Fund N1 USD USD Inflation-Linked Bond No 1.58
MFS Meridian Funds - U.S. Government Bond Fund N1 USD USD Government Bond No 1.58
Janus Henderson Capital Funds plc - Flexible Income Fund Class A3m HKD USD Diversified Bond No 1.29
MFS Meridian Funds - U.S. Government Bond Fund N2 USD USD Government Bond No 1.58
Fidelity Funds - European High Yield Fund A-MDIST-USD (hedged) Other Bond No 1.40
PIMCO GIS Global High Yield Bond Fund H Institutional USD Income Global High Yield Bond No 0.72
Janus Henderson Capital Funds plc - Flexible Income Fund Class A3m HAUD Other Bond No 1.28
BlackRock Global Funds - Global High Yield Bond Fund A8 AUD Hedged Other Bond No 1.45
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