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
Allianz Global Investors Fund - Allianz Euro High Yield Bond WT EUR EUR High Yield Bond No 0.50
Fidelity Funds - Japan Value Fund A-Acc-USD (hedged) Other Equity No No 1.92
Fidelity Funds - Nordic Fund A-Acc-USD (hedged) Other Equity No No 1.93
BlackRock Global Funds - Global Multi-Asset Income Fund C2 USD USD Moderate Allocation No 3.03
PIMCO GIS Diversified Income Fund M Retail USD Income II Global Flexible Bond - USD Hedged No 1.59
AB - European Income Portfolio AA USD H Inc Other Bond No 1.35
AB - American Income Portfolio AA AUD H Inc Other Bond No 1.31
BlackRock Global Funds - Global Multi-Asset Income Fund D6 USD USD Moderate Allocation No 0.88
BlackRock Global Funds - Global Multi-Asset Income Fund A8 CAD Hedged Other Allocation No 1.78
AB - Short Duration High Yield Portfolio AA USD Inc Global High Yield Bond No 1.30
AB - Emerging Markets Debt Portfolio AA USD Inc Global Emerging Markets Bond No No 1.36
AB - European Income Portfolio AA AUD H Inc Other Bond No 1.35
BlackRock Global Funds - Global Multi-Asset Income Fund A8 GBP Hedged GBP Allocation 40-60% Equity No 1.78
AB - American Income Portfolio AA Inc USD Flexible Bond No 1.31
AB - Emerging Markets Debt Portfolio AA AUD H Inc Other Bond No No 1.36
AB - American Income Portfolio IT RMB H Other Bond No 0.76
AB - European Income Portfolio AA EUR Inc EUR Flexible Bond No 1.35
Amundi HK Balanced Fund Classic USD - Accumulation USD Moderate Allocation No No 1.40
BlackRock Global Funds - Global Multi-Asset Income Fund C6 USD USD Moderate Allocation No 3.03
BlackRock Global Funds - Asian Tiger Bond Fund A8 ZAR Hedged Other Bond No 1.20
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