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
Invesco Funds - Invesco India Bond Fund A (EUR Hedged) Annual Distribution-Gross Income EUR Other Bond No No 1.61
Allianz Global Investors Fund - Allianz Global Small Cap Equity WT USD Global Small/Mid-Cap Equity No No 0.76
BlackRock Global Funds - Emerging Markets Bond Fund A2 GBP Hedged Global Emerging Markets Bond - GBP Hedged No 1.45
AB - American Income Portfolio AA CAD H Inc Other Bond No 1.31
AB - American Income Portfolio AA NZD H Inc Other Bond No 1.31
AB - American Income Portfolio AA EUR H Inc Other Bond No 1.31
AB - American Income Portfolio AA RMB H Inc Other Bond No 1.31
AB - Emerging Markets Debt Portfolio AA CAD H Inc Other Bond No No 1.36
BlackRock Global Funds - Emerging Markets Bond Fund A4 EUR Global Emerging Markets Bond No 1.45
AB - American Income Portfolio AA GBP H Inc Other Bond No 1.31
BEA Union Investment Asian Bond and Currency Fund A AUD H Dis Other Bond No 1.38
AB - Emerging Markets Debt Portfolio AA GBP H Inc Global Emerging Markets Bond - GBP Hedged No No 1.36
HSBC Global Investment Funds - Global Equity Volatility Focused ACOAUD Other Equity No No 1.16
HSBC Global Investment Funds - Global Equity Volatility Focused Fund AM2 Global Large-Cap Blend Equity No No 1.15
HSBC Global Investment Funds - Global Equity Volatility Focused Fund AM3OAUD Other Equity No No 1.16
HSBC Global Investment Funds - Global Equity Volatility Focused Fund ACOEUR Other Equity No No 1.16
AB - Emerging Markets Debt Portfolio AA EUR H Inc Global Emerging Markets Bond - EUR Hedged No No 1.36
HSBC Global Investment Funds - Global Equity Volatility Focused Fund AM3OCAD Other Equity No No 1.16
HSBC Global Investment Funds - Global Equity Volatility Focused Fund AM3ORMB Other Equity No No 1.16
AB - Emerging Markets Debt Portfolio AA NZD H Inc Other Bond No No 1.36
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