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
AB - Mortgage Income Portfolio I2 USD Acc USD Flexible Bond No 0.75
AB - Mortgage Income Portfolio A2 Acc USD Flexible Bond No 1.30
AB - Mortgage Income Portfolio C USD Inc USD Flexible Bond No 1.75
AB - European Income Portfolio AA SGD H Inc Other Bond No 1.35
Fidelity Funds - Euro Bond Fund A-Acc-USD (hedged) Other Bond No 1.00
BlackRock Global Funds - Global Multi-Asset Income Fund A4G EUR Hedged EUR Moderate Allocation - Global No 1.78
Fidelity Funds - European High Yield Fund A-MINCOME(G)-HKD (hedged) Other Bond No 1.40
AB - Mortgage Income Portfolio AT AUD H Inc Other Bond No 1.30
AB - European Income Portfolio AT SGD H Inc Other Bond No 1.35
Jupiter Dynamic Bond L SGD Hsc Acc Other Bond No 1.46
Jupiter Dynamic Bond L SGD Hsc Inc Other Bond No 1.46
Jupiter Dynamic Bond L USD Hsc Inc Global Flexible Bond - USD Hedged No 1.46
Schroder International Selection Fund Frontier Markets Equity A Distribution USD AV Global Frontier Markets Equity No 1.92
AB - Mortgage Income Portfolio AA SGD H Inc Other Bond No 1.30
AB - Mortgage Income Portfolio AT SGD H Inc Other Bond No 1.30
BlackRock Global Funds - Global Multi-Asset Income Fund D2 EUR Hedged EUR Moderate Allocation - Global No 0.88
AB - European Income Portfolio AA HKD H Inc Other Bond No 1.35
BlackRock Global Funds - US Dollar Short Duration Bond Fund A3 SGD Hedged Other Bond No 0.88
BlackRock Global Funds - Global Multi-Asset Income Fund A2 EUR Hedged EUR Moderate Allocation - Global No 1.78
BlackRock Global Funds - Global High Yield Bond Fund D5 GBP Hedged Global High Yield Bond - GBP Hedged No 0.75
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