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
Templeton Asian Smaller Companies Fund A(Ydis)USD Asia ex-Japan Small/Mid-Cap Equity No Yes 2.16
Eastspring Investments Africa Fund Africa Equity No Yes 2.37
Fidelity Funds - Global Short Duration Income Fund A-MDIST-USD Global Flexible Bond No 1.07
DWS Invest Global Infrastructure USD LC Sector Equity Infrastructure No No 1.59
Schroder International Selection Fund Global Energy C Accumulation EUR Sector Equity Energy No No 1.30
PIMCO GIS Global Investment Grade Credit Fund E Class USD Accumulation Global Corporate Bond - USD Hedged No 1.39
Schroder International Selection Fund EURO Corporate Bond A1 Distribution EUR SF EUR Corporate Bond No No 1.52
JPM Global Government Bond A (acc) - USD (hedged) Global Government Bond - USD Hedged No 0.60
FTGF Putnam US Research Fund Premier Class US$ Accumulating US Large-Cap Blend Equity No No 0.77
Allianz Global Investors Fund - Allianz European Equity Dividend IT EUR Europe Equity Income No No 0.96
Allianz Global Investors Fund - Allianz European Equity Dividend AT EUR Europe Equity Income No No 1.85
Natixis International Funds (Lux) I - Loomis Sayles Global Credit Fund I/A (USD) Global Corporate Bond No No 0.71
Natixis International Funds (Lux) I - Loomis Sayles Global Credit Fund R/D (USD) Global Corporate Bond No No 1.20
Morgan Stanley Investment Funds - Global Convertible Bond Fund AH (EUR) Convertible Bond - Global, EUR Hedged No No 1.28
UBS (Lux) Emerging Economies Fund - Global Bonds (USD) I-A1-acc Global Emerging Markets Bond No 0.75
Eastspring Investments - US High Investment Grade Bond Fund - ADM USD Corporate Bond No 1.00
Schroder International Selection Fund EURO Corporate Bond A Accumulation USD Hedged Other Bond No No 1.10
Jupiter Global Fixed Income Fund B USD Inc Global Diversified Bond - USD Hedged No No 2.29
Allianz Global Investors China Strategic Growth Fund TWD China Equity No No 2.05
AB - India Growth Portfolio A Acc India Equity No No 2.15
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