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
Amundi Funds - Emerging Markets Local Currency Bond I2 EUR (C) Global Emerging Markets Bond - Local Currency No 0.76
Cathay Mandarin China Equity No No 2.07
Schroder International Selection Fund Strategic Bond A1 Distribution EUR Hedged QV Global Flexible Bond - EUR Hedged No 1.78
Amundi Funds - Emerging Markets Local Currency Bond A EUR (C) Global Emerging Markets Bond - Local Currency No 1.78
Schroder International Selection Fund Strategic Bond A Distribution EUR Hedged QV Global Flexible Bond - EUR Hedged No 1.33
JPMorgan (Taiwan) China Best Selection China Equity No Yes 2.10
Eastspring Investments Brazil Fund Brazil Equity No No 2.28
Franklin Mutual U.S. Value Fund Z(acc)USD US Large-Cap Value Equity No No 1.34
Eurizon Fund - Equity China Smart Volatility Class Unit R2 USD Accumulation China Equity No Yes 1.76
AB - US Small and Mid-Cap Portfolio S Acc US Small-Cap Equity No No 0.15
AB - US Small and Mid-Cap Portfolio S1 Acc US Small-Cap Equity No No 0.90
AB - US Small and Mid-Cap Portfolio A Acc US Small-Cap Equity No No 2.00
Schroder International Selection Fund Emerging Markets A Accumulation AUD Hedged Other Equity No Yes 1.89
JPMorgan Funds - US Aggregate Bond Fund A (mth) - USD USD Diversified Bond No 1.10
Eurizon Fund - Bond High Yield Class Unit RM2 USD Income Global High Yield Bond No 1.44
Eurizon Fund - Bond High Yield Class Unit RM EUR Income Global High Yield Bond - EUR Hedged No 1.44
PIMCO Funds: Global Investors Series plc Dynamic Bond Fund Class E / Income Global Flexible Bond - USD Hedged No Yes 1.80
PIMCO GIS Dynamic Bond Fund E Class Accumulation Global Flexible Bond - USD Hedged No Yes 1.80
Schroder International Selection Fund Emerging Markets Debt Total Return A1 Distribution AUDHdgMF Other Bond No 2.30
abrdn SICAV I - Future Minerals Fund I Acc USD Sector Equity Natural Resources No No 0.88
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