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
HSBC Global Investment Funds - Global Emerging Markets Bond ID Global Emerging Markets Bond No 0.75
Schroder International Selection Fund EURO Corporate Bond A Accumulation USD Hedged Other Bond No No 1.07
Eastspring Investments - European Investment Grade Bond Fund - AEDM EUR Corporate Bond No No 1.00
Jupiter Global Fixed Income Fund B USD Inc Global Diversified Bond - USD Hedged No No 2.23
Allianz Global Investors China Strategic Growth Fund TWD China Equity No No 2.05
Fuh Hwa Global Short-term Income Fund Other Bond No 0.74
AB - India Growth Portfolio A Acc India Equity No No 2.15
FTGF Western Asset Short Duration Blue Chip Bond Fund Premier Class US$ Accumulating Global Corporate Bond No No 0.46
Goldman Sachs Japan Equity (Former NN) - X Cap USD Japan Large-Cap Equity No No 2.09
Capital Group Emerging Markets Debt Fund (LUX) B Global Emerging Markets Bond No No 1.65
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund D2 Global Emerging Markets Bond - Local Currency No 0.77
FTGF Western Asset Short Duration Blue Chip Bond Fund Class A US$ Accumulating Global Corporate Bond No No 1.11
JPMorgan Funds - Global Short Duration Bond Fund A (acc) - USD Global Diversified Bond - USD Hedged No Yes 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 2.93
Barings International Umbrella Fund - Barings Australia Fund Class A AUD Inc Australia & New Zealand Equity No No 1.71
UBS (Lux) Bond SICAV - USD Corporates (USD) Q-acc USD Corporate Bond No 0.68
UBS (Lux) Equity SICAV - Global Emerging Markets Opportunity (USD) I-A1-acc Global Emerging Markets Equity No No 1.00
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 No 2.16
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