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
Franklin Biotechnology Discovery Fund A(acc)HKD Sector Equity Biotechnology No Yes 1.79
PIMCO GIS Diversified Income Fund Investor EUR (Hedged) Income Global Flexible Bond - EUR Hedged No 1.04
Templeton Emerging Markets Bond Fund A(Mdis)AUD-H1 Other Bond No Yes 1.80
Capital Group Emerging Markets Total Opportunities (LUX) Zdh-GBP Other Allocation No No 1.10
Franklin Strategic Income Fund A(Mdis)AUD-H1 Other Bond No 1.35
Franklin Strategic Income Fund A(Mdis)EUR-H1 Other Bond No 1.35
BlackRock Global Funds - Global Corporate Bond Fund A8 AUD Hedged Other Bond No No 1.00
FTGF Royce US Small Cap Opportunity Fund Class A Euro Accumulating (Hedged) Other Equity No No 1.96
BlackRock Global Funds - Emerging Markets Bond Fund A8 AUD Hedged Other Bond No 1.45
Allianz Global Investors Fund - Allianz Euro High Yield Bond AM EUR EUR High Yield Bond No 1.40
BlackRock Global Funds - Asian Tiger Bond Fund A8 AUD Hedged Other Bond No 1.20
BlackRock Global Funds - Global Multi-Asset Income Fund A8 AUD Hedged Other Allocation No 1.78
JPM Global High Yield Bond A (irc) - NZD (hedged) Other Bond No 1.15
JPM Emerging Markets Debt A (irc) - NZD (hedged) Other Bond No 1.45
MFS Meridian Funds - Global Total Return Fund N1 USD USD Moderate Allocation No No 2.45
MFS Meridian Funds - Asia Ex-Japan Fund N1 (USD) Asia ex-Japan Equity No Yes 2.50
HSBC Global Investment Funds - Managed Solutions - Asia Focused Growth ACOEUR Other Allocation No Yes 1.86
HSBC Global Investment Funds - Managed Solutions - Asia Focused Growth ACHKD Asia Allocation No Yes 1.87
BlackRock Global Funds - Euro Short Duration Bond Fund D4 USD Hedged Other Bond No No 0.52
AB - Asia Ex-Japan Equity Portfolio AD EUR H Inc Other Equity No No 2.01
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