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
Franklin Strategic Income Fund I(acc)USD USD Flexible Bond No 0.81
Franklin Strategic Income Fund A(Mdis)USD USD Flexible Bond No 1.35
Natixis International Funds (Dublin) I - Loomis Sayles Global Opportunistic Bond Fund I/A (USD) Global Diversified Bond No No 0.90
Russell Investment Company V plc - Russell Investments Multi-Asset 70 Fund B USD Aggressive Allocation No No 2.00
Franklin Natural Resources Fund I(acc)USD Sector Equity Energy No No 0.97
PIMCO GIS Low Average Duration Fund E Class USD Accumulation USD Diversified Bond - Short Term No Yes 1.40
Ninety One Global Strategy Fund - Global Strategic Equity Fund A Acc USD Global Large-Cap Blend Equity No No 1.90
Russell Investment Company V plc - Russell Investments Multi-Asset 90 Fund B USD Aggressive Allocation No No 2.10
Allianz Global Investors Global Demographic Trends Fund Global Large-Cap Growth Equity No Yes 2.02
Ninety One Global Strategy Fund - Global Strategic Equity Fund I Inc USD Global Large-Cap Blend Equity No No 1.00
Russell Investment Company V plc - Russell Investments Multi-Asset 35 Fund B USD Cautious Allocation No No 1.90
Nomura Global REITs Fund Dividend pay-Monthly TWD Property - Indirect Global No Yes 1.89
JPMorgan Funds - US Technology Fund I (acc) - USD Sector Equity Technology No Yes 0.79
Eurizon Fund - Equity Italy Smart Volatility Class Unit R2 USD Accumulation Italy Equity No No 1.75
Ninety One Global Strategy Fund - Global Strategic Equity Fund I Acc USD Global Large-Cap Blend Equity No No 1.00
Schroder International Selection Fund European Dividend Maximiser A Accumulation EUR Europe Equity Income No No 1.82
Schroder International Selection Fund European Dividend Maximiser C Distribution EUR QF Europe Equity Income No No 1.02
Manulife Global Fund - U.S. Equity Fund AA Shares US Large-Cap Blend Equity No Yes 1.64
Templeton Emerging Markets Smaller Companies Fund A(Ydis)USD Global Emerging Markets Small/Mid-Cap Equity No Yes 2.48
Manulife Global Fund - European Growth Fund AA Europe Large-Cap Blend Equity No No 1.71
© Copyright 2024 Morningstar Asia Ltd. All rights reserved.

Terms of Use        Privacy Policy         Disclosures