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
FTGF Western Asset Short Duration Blue Chip Bond Fund Premier Class US$ Accumulating Global Corporate Bond No Yes 0.48
Goldman Sachs Japan Equity (Former NN) - X Cap USD Japan Large-Cap Blend Equity No No 2.10
Capital Group Emerging Markets Debt Fund (LUX) B Global Emerging Markets Bond No No 1.60
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund D2 Global Emerging Markets Bond - Local Currency No No 0.73
FTGF Western Asset Short Duration Blue Chip Bond Fund Class A US$ Accumulating Global Corporate Bond No Yes 1.14
Allianz Global Investors Fund - Allianz Asian Multi Income Plus IT USD Asia Allocation No Yes 0.91
JPMorgan Funds - Global Short Duration Bond Fund A (acc) - USD Global Diversified Bond - USD Hedged No 0.80
Schroder International Selection Fund Global Inflation Linked Bond A1 Accumulation USD Hedged Global Inflation-Linked Bond - USD Hedged No No 1.51
SinoPac Asia Consumer Fund Sector Equity Consumer Goods & Services No Yes 2.92
Barings International Umbrella Fund - Barings Australia Fund Class A AUD Inc Australia & New Zealand Equity No No 1.70
UBS (Lux) Bond SICAV - USD Corporates (USD) Q-acc USD Corporate Bond No 0.67
UBS (Lux) Equity SICAV - Global Emerging Markets Opportunity (USD) I-A1-acc Global Emerging Markets Equity No No 0.98
Invesco Funds - Invesco Global Investment Grade Corporate Bond Fund C Annual Distribution USD Global Corporate Bond - USD Hedged No No 0.78
Capital East Millennium Equity Asia-Pacific Equity No Yes 2.22
Nomura Funds Ireland plc - Japan Strategic Value Fund Class I JPY Japan Large-Cap Blend Equity No Yes 1.02
Fuh Hua Strategic High Income Fund of Funds Other Bond No 1.38
First Eagle Amundi International Fund Class IU-C Shares USD Aggressive Allocation No No 1.58
Pictet - Global High Yield R GlobalD Global High Yield Bond No 0.92
JPMorgan Funds - Emerging Markets Local Currency Debt Fund A (mth) - USD Global Emerging Markets Bond - Local Currency No 1.30
Allianz Global Investors Global Resources Trends Fund Sector Equity Natural Resources No No 2.29
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