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
PGIM Multi-Income Fund of Funds TWD A TWD Moderate Allocation No No 1.52
Capital Group Investment Company of America (LUX) B US Large-Cap Blend Equity No Yes 1.65
Capital Group Investment Company of America (LUX) A4 US Large-Cap Blend Equity No Yes 0.46
PGIM Multi-Income Fund of Funds TWD B TWD Moderate Allocation No No 1.52
PGIM Multi-Income Fund of Funds USD C TWD Moderate Allocation No No 1.52
Franklin Templeton SinoAm Multi-Asset Income Fund-Dist.-USD TWD Moderate Allocation No Yes 2.06
Natixis International Funds (Lux) I - Loomis Sayles U.S. Growth Equity Fund I/A (USD) US Large-Cap Growth Equity No Yes 1.01
PGIM Multi-Income Fund of Funds USD D TWD Moderate Allocation No No 1.52
Schroder International Selection Fund Global Corporate Bond A Distribution USD MV Global Corporate Bond - USD Hedged No No 1.03
Templeton Global Balanced Fund A(Qdis)USD USD Moderate Allocation No No 1.64
Templeton Emerging Markets Bond Fund A(Qdis)USD Global Emerging Markets Bond - Local Currency No Yes 1.80
abrdn SICAV I – Emerging Markets Bond Fund Class A MInc USD Global Emerging Markets Bond No 1.69
AXA IM Equity Trust - AXA IM Japan Small Cap Equity B JPY Japan Small/Mid-Cap Equity No No 1.67
Invesco Funds - Invesco Pan European Equity Fund A Accumulation EUR Europe Large-Cap Value Equity No No 1.97
Fidelity Funds - ASEAN Fund A-DIST-USD ASEAN Equity No Yes 1.95
Fidelity Funds - Australian Diversified Equity Fund A-AUD Australia & New Zealand Equity No No 1.92
Schroder International Selection Fund Global Corporate Bond A Accumulation USD Global Corporate Bond - USD Hedged No No 1.03
Barings German Growth Trust - Class A EUR Acc Germany Equity No No 1.57
Fidelity Funds - Nordic Fund A-DIST-SEK Nordic Small/Mid-Cap Equity No No 1.93
Invesco Funds - Invesco Global Consumer Trends Fund A Accumulation USD Sector Equity Consumer Goods & Services No Yes 1.87
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