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
BlackRock Global Funds - Global Corporate Bond Fund A6 USD Global Corporate Bond - USD Hedged No No 1.00
BlackRock Global Funds - World Energy Fund A2 HKD Hedged Other Equity No No 2.05
JPMorgan Investment Funds - Global Income Fund C (acc) - USD (hedged) USD Moderate Allocation No No 0.76
Eastspring Investments - Asian Local Bond Fund - AADM (hedged) Other Bond No 1.30
Eastspring Investments - US Investment Grade Bond Fund - AADM (hedged) Other Bond No 1.00
Eastspring Investments - Asian Bond Fund - AADM (hedged) Other Bond No No 1.26
Vontobel Fund - Global High Yield Bond B EUR Global High Yield Bond - EUR Hedged No 1.37
JPMorgan Funds - Global Strategic Bond Fund A (perf) (mth) - USD Global Flexible Bond - USD Hedged No 1.32
Schroder International Selection Fund Multi-Asset Growth and Income C Accumulation USD USD Moderate Allocation No No 0.97
Eastspring Investments - Asian Local Bond Fund - C Asia Bond - Local Currency No 0.60
HSBC Global Investment Funds - Global High Income Bond AM3HAUD Other Bond No 1.51
Eastspring Investments - Asian Equity Income Fund - C Asia-Pacific ex-Japan Equity Income No No 0.90
DWS Invest Euro High Yield Corporates LC EUR High Yield Bond No 1.22
HSBC Global Investment Funds - Global High Yield Bond AM3HEUR Global High Yield Bond - EUR Hedged No 1.36
DWS Invest Euro High Yield Corporates FC EUR High Yield Bond No 0.77
Eastspring Investments - Asian Bond Fund - ANDM (hedged) Other Bond No No 1.30
Eastspring Investments - Japan Dynamic Fund - C Japan Large-Cap Value Equity No No 0.90
UPAMC Asian Bric Fund Other Equity No No 2.28
HSBC Global Investment Funds - Global High Yield Bond AM2 Global High Yield Bond No 1.35
HSBC Global Investment Funds - Global High Yield Bond AM3HAUD Other Bond No 1.36
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