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
JPMorgan Funds - Emerging Markets Investment Grade Bond Fund A (acc) - USD Global Emerging Markets Bond No No 1.07
AB - Emerging Markets Growth Portfolio A AUD H Acc Other Equity No Yes 2.03
FTGF Western Asset Global Core Plus Bond Fund Premier Class US$ Accumulating Global Diversified Bond - USD Hedged No Yes 0.55
FTGF Brandywine Global Fixed Income Fund Class A US$ Distributing (M) Global Government Bond - USD Hedged No 1.40
FTGF Brandywine Global Fixed Income Fund Premier Class US$ Accumulating Global Government Bond - USD Hedged No 0.81
AB - Emerging Markets Growth Portfolio I AUD H Acc Other Equity No Yes 1.23
Cathay Global Resources Fund TWD Sector Equity Natural Resources No No 2.10
HSBC Global Investment Funds - Global Emerging Markets Bond AM2 Global Emerging Markets Bond No 1.59
PIMCO GIS Diversified Income Fund M Retail USD Income Global Flexible Bond - USD Hedged No 1.60
Nomura I-2 Umbrella Fund-India Star Fund India Equity No No 2.98
HSBC Global Investment Funds - Global Emerging Markets Bond AC Global Emerging Markets Bond No 1.59
Jupiter Emerging Market Debt Income Fund L USD Acc Global Emerging Markets Corporate Bond No 1.95
PIMCO GIS Emerging Markets Bond Fund M Retail USD Income Global Emerging Markets Bond No 1.70
abrdn SICAV I - North American Smaller Companies Fund I Acc USD US Small-Cap Equity No No 0.88
MFS Meridian Funds - U.S. Value Fund AH1 EUR Other Equity No No 1.96
Eastspring Investments - Asian Dynamic Fund - A Asia ex-Japan Equity No No 1.80
Templeton Global Smaller Comp Fund A Global Small/Mid-Cap Equity No Yes 1.41
abrdn SICAV I - Emerging Markets Corporate Bond Fund A Acc USD Global Emerging Markets Corporate Bond No 1.68
Eastspring Investments - Asia Pacific Equity Fund - A Asia-Pacific ex-Japan Equity No No 1.80
Franklin Mutual U.S. Mid Cap Value Fund A US Flex-Cap Equity No No 0.99
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