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
Jupiter Global Fixed Income Fund L (AUD) Hedged Income (F) Other Bond No No 1.28
Jupiter Global Fixed Income Fund C2 (AUD) Hedged Inc (F) Other Bond No No 2.30
Jupiter Global Fixed Income Fund L (ZAR) Hedged Income (F) Other Bond No No 1.27
abrdn SICAV I - North American Smaller Companies Fund X Acc USD US Small-Cap Equity No No 0.92
Allianz Global Investors Fund - Allianz American Income AM USD USD Flexible Bond No 1.34
PGIM Jennison Global Equity Opportunities Fund USD I Accumulation Global Large-Cap Growth Equity No Yes 0.81
FTGF ClearBridge Infrastructure Value Fund Class A USD Accumulating (Hedged) Other Equity No No 1.97
PineBridge Asia Pacific Investment Grade Bond Fund Class A Asia Bond No 1.40
PineBridge Asia Pacific Investment Grade Bond Fund Class Y Asia Bond No 0.75
PGIM US Corporate Bond Fund USD A Accumulation USD Corporate Bond No 0.86
Allianz Global Investors Fund - Allianz Global Artificial Intelligence AT USD Sector Equity Technology No Yes 2.10
KGI Hospital & Dependency Related Industries Fund A USD Sector Equity Healthcare No Yes 2.30
KGI Hospital & Dependency Related Industries Fund A TWD Sector Equity Healthcare No Yes 2.30
Templeton Asian Smaller Companies Fund F(acc) USD Asia ex-Japan Small/Mid-Cap Equity No Yes 3.16
Franklin Natural Resources Fund F(acc)USD Sector Equity Energy No No 2.81
Franklin U.S. Dollar Short-Term Money Market Fund F(Mdis) USD USD Money Market - Short Term No Yes 1.25
Franklin U.S. Opportunities Fund F(acc) USD US Large-Cap Growth Equity No Yes 2.79
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond IT USD Asia High Yield Bond No No 0.83
Cathay Global Resources Fund USD Sector Equity Natural Resources No No 2.11
Manulife Global Equity Fund CNH Global Large-Cap Blend Equity No No 2.10
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