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
BEA Union Investment Asian Bond and Currency Fund A Dis Asia High Yield Bond No 1.42
BEA Union Investment Asian Bond and Currency Fund H Dis Asia High Yield Bond No 1.42
PIMCO GIS Diversified Income Fund H Institutional USD Accumulation Global Flexible Bond - USD Hedged No 0.86
BEA Union Investment Asian Bond and Currency Fund I Acc Asia High Yield Bond No 1.36
Invesco Funds - Invesco Nippon Small/Mid Cap Equity Fund C Annual Distribution USD Japan Small/Mid-Cap Equity No 1.49
Invesco Funds - Invesco Gold & Special Minerals Fund A Accumulation HKD Sector Equity Precious Metals No No 2.01
Momentum Global Funds Harmony Australian Dollar Growth Fund A Other Allocation No No 2.22
JPMorgan Multi Income (mth) - HKD USD Moderate Allocation No 1.32
AB - Short Duration High Yield Portfolio B2 USD Acc Global High Yield Bond No 2.30
PIMCO GIS Diversified Income Fund Administrative USD Income Global Flexible Bond - USD Hedged No 1.19
AB - Short Duration High Yield Portfolio I2 USD Acc Global High Yield Bond No 0.75
PIMCO GIS Diversified Income Fund Institutional CHF (Hedged) Accumulation Global Flexible Bond - CHF Hedged No 0.69
MFS Meridian Funds - Blended Research European Equity Fund A1 USD Europe Large-Cap Blend Equity No No 1.60
MFS Meridian Funds - Blended Research European Equity Fund I1 EUR Europe Large-Cap Blend Equity No No 0.60
AB - Short Duration High Yield Portfolio A2 EUR H Acc Global High Yield Bond - EUR Hedged No 1.30
AB - Short Duration High Yield Portfolio AT GBP H Inc Global High Yield Bond - GBP Hedged No 1.30
AB - Short Duration High Yield Portfolio BT USD Inc Global High Yield Bond No 2.30
AB - Short Duration High Yield Portfolio C2 USD Acc Global High Yield Bond No 1.75
AB - Short Duration High Yield Portfolio I2 EUR H Acc Global High Yield Bond - EUR Hedged No 0.75
Allianz Global Investors Fund - Allianz Asian Multi Income Plus AM HKD Asia Allocation No Yes 1.55
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