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
AB - Asia Ex-Japan Equity Portfolio ID Inc Asia ex-Japan Equity No No 1.21
AB - Asia Ex-Japan Equity Portfolio I Acc Asia ex-Japan Equity No No 1.21
Allianz Global Investors Fund - Allianz Euro High Yield Bond IT EUR EUR High Yield Bond No 0.80
Franklin Strategic Income Fund Z(acc)USD USD Flexible Bond No 1.09
Templeton Emerging Markets Bond Fund A(acc)USD Global Emerging Markets Bond - Local Currency No Yes 1.80
UBS (Lux) Bond Fund - Asia Flexible (USD) P-acc Asia Bond No 1.39
JPMorgan Funds - Emerging Markets Debt Fund A (mth) - USD Global Emerging Markets Bond No 1.38
AB FCP II - Emerging Markets Value Portfolio I USD Acc Global Emerging Markets Equity No No 1.37
UBS (Lux) Bond Fund - Asia Flexible (USD) P-mdist Asia Bond No 1.39
Robeco Asia-Pacific Equities D $ Asia-Pacific Equity No Yes 1.75
Natixis International Funds (Dublin) I - Loomis Sayles Multisector Income Fund RE/A (USD) USD Flexible Bond No 1.80
AB FCP II - Emerging Markets Value Portfolio A USD Acc Global Emerging Markets Equity No No 2.17
Templeton Emerging Markets Bond Fund Z(acc)USD Global Emerging Markets Bond - Local Currency No Yes 1.25
JPMorgan Funds - Emerging Markets Debt Fund A (acc) - USD Global Emerging Markets Bond No 1.38
Templeton Frontier Markets Fund Z(Ydis)EUR-H1 Other Equity No 1.97
Templeton Emerging Markets Bond Fund I(acc)EUR-H1 Other Bond No Yes 0.90
Cathay High Income Fund of Funds TWD Global Flexible Bond No 1.17
Allianz Global Investors Rising Asia Fund Asia ex-Japan Equity No No 2.34
FTGF Royce US Small Cap Opportunity Fund Premier Class US$ Accumulating US Small-Cap Equity No No 0.87
PineBridge Glbl Emerging Mkt Hi Yld Bd A Global Emerging Markets Bond No No 1.98
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