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
Capital Group Emerging Markets Total Opportunities (LUX) Zh-GBP Other Allocation No No 1.10
AB SICAV I - Global Value Portfolio A SGD H Acc Other Equity No No 1.81
AB SICAV I - Global Value Portfolio AD SGD H Inc Other Equity No No 1.81
AB SICAV I - Global Value Portfolio AD CAD H Inc Other Equity No No 1.81
JPMorgan Multi Income (mth) - RMB hedged Other Allocation No 1.32
AB SICAV I - Global Value Portfolio AD USD Inc Global Large-Cap Value Equity No No 1.81
FTGF Royce US Small Cap Opportunity Fund Class A GBP Accumulating (Hedged) Other Equity No No 1.96
AB SICAVI - European Equity Portfolio A AUD H Acc Other Equity No No 1.82
AB - American Income Portfolio AA ZAR H Inc Other Bond No 1.31
Fidelity Funds - Asian High Yield Fund A-HMDIST(G)-AUD (hedged) Other Bond No No 1.40
Amundi HK Balanced Fund Classic RMB (hedged) - Accumulation Other Allocation No No 1.40
JPMorgan Multi Income (acc) - RMB (hedged) Other Allocation No 1.32
AB SICAVI - European Equity Portfolio AD AUD H Inc Other Equity No No 1.82
AB - American Income Portfolio AA SGD H Inc Other Bond No 1.31
Amundi Funds - Real Assets Target Income A2 USD (C) USD Moderate Allocation No No 1.89
Invesco Funds - Invesco India Bond Fund A Monthly Distribution-Gross Income USD Other Bond No No 1.61
Invesco Funds - Invesco India Bond Fund A Accumulation USD Other Bond No No 1.61
Invesco Funds - Invesco India Bond Fund C Accumulation USD Other Bond No No 1.06
Natixis International Funds (Dublin) I - Loomis Sayles Multisector Income Fund R/D (H-SGD) Other Bond No 1.50
Invesco Funds - Invesco India Bond Fund A Accumulation HKD Other Bond No No 1.61
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