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 - American Income Portfolio A2 EUR H Acc Other Bond No 1.31
Eastspring Investments - Asian Equity Income Fund - ADM Asia-Pacific ex-Japan Equity Income No No 1.80
Fidelity Funds - US High Yield Fund A-Acc-USD USD High Yield Bond No 1.39
AB - American Income Portfolio C2 EUR H Acc Other Bond No 1.76
AB - American Income Portfolio A2 SGD H Acc Other Bond No 1.31
Fidelity Funds - Asian High Yield Fund A-MINCOME-USD Asia High Yield Bond No No 1.40
Fidelity Funds - Japan Value Fund A-DIST-EUR (hedged) Other Equity No No 1.92
AB - Asia Ex-Japan Equity Portfolio AD CAD H Inc Other Equity No No 2.01
AB - American Income Portfolio AT CAD H Inc Other Bond No 1.31
BlackRock Global Funds - World Energy Fund A2 CHF Hedged Other Equity No No 2.05
Manulife Global Fund - Asia Total Return Fund AA Inc Asia Bond No 1.34
Templeton Emerging Markets Dynamic Income Fund A(Qdis)USD Global Emerging Markets Allocation No Yes 1.85
AB - Emerging Markets Debt Portfolio A2 SGD H Acc Other Bond No No 1.36
Templeton Emerging Markets Dynamic Income Fund A(acc)USD Global Emerging Markets Allocation No Yes 1.85
AB - American Income Portfolio AT SGD H Inc Other Bond No 1.31
AB - Emerging Markets Debt Portfolio AT SGD H Inc Other Bond No No 1.36
Eastspring Investments - Japan Dynamic Fund - A Japan Large-Cap Value Equity No No 1.80
AB - Asia Ex-Japan Equity Portfolio A SGD H Acc Other Equity No No 2.01
Fidelity Funds - US High Yield Fund A-Acc-EUR (hedged) Other Bond No 1.39
FTGF Brandywine Global Opportunistic Fixed Income Fund Class A US$ Accumulating Global Diversified Bond No No 1.45
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