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
Eastspring Investments - US Corporate Bond Fund - ADMC1 USD Corporate Bond No 1.20
Fidelity Funds - Asia Pacific Dividend Fund A-MINCOME(G)-USD Asia-Pacific ex-Japan Equity Income No Yes 1.95
SinoPac Emerging Markets Corporate Bond Fund-Distribution-TWD Global Emerging Markets Corporate Bond No No 1.94
SinoPac Emerging Markets Corporate Bond Fund-Accumulation-TWD Global Emerging Markets Corporate Bond No No 1.94
AB - Global Plus Fixed Income Portfolio S1 USD Acc Global Diversified Bond - USD Hedged No 0.58
Schroder International Selection Fund Global Dividend Maximiser A Accumulation EUR Hedged Other Equity No No 1.90
AB - Global Plus Fixed Income Portfolio S USD Acc Global Diversified Bond - USD Hedged No 0.08
T. Rowe Price Funds SICAV - US Large Cap Value Equity Fund Q US Large-Cap Value Equity No No 0.77
Schroder International Selection Fund Global Bond A Accumulation USD Hedged Global Diversified Bond - USD Hedged No 1.00
Fidelity Funds - Global Income Fund A-MINCOME(G)-USD Global Flexible Bond No 1.33
BlackRock Global Funds - World Real Estate Securities Fund A2 USD Property - Indirect Global No Yes 1.78
Templeton Asian Bond Fund A(Mdis)AUD-H1 Other Bond No Yes 1.42
Schroder International Selection Fund Japanese Equity A1 Accumulation USD Hedged Other Equity No Yes 2.38
Schroder International Selection Fund Global Multi-Asset Income A Distribution AUD Hedged Other Allocation No No 1.60
Fidelity Funds - Global Multi Asset Income Fund A-MINCOME(G)-USD USD Moderate Allocation No No 1.75
Schroder International Selection Fund Japanese Equity C Accumulation USD Hedged Other Equity No Yes 1.08
Fidelity Funds - Global Multi Asset Income Fund A-Acc-USD USD Moderate Allocation No No 1.75
Fidelity Funds - Global Income Fund A-Acc-USD Global Flexible Bond No 1.33
Fidelity Funds - Global Bond Fund Y-Acc-USD Global Diversified Bond No 0.65
Eastspring Investments - US Corporate Bond Fund - AZDM (hedged) Other Bond No 1.20
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