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
Schroder International Selection Fund Global Corporate Bond A1 Accumulation USD Global Corporate Bond - USD Hedged No No 1.48
BlackRock Global Funds - Euro Corporate Bond Fund A1 EUR EUR Corporate Bond No No 1.01
AB - American Income Portfolio A Inc USD Flexible Bond No 1.31
HSBC Global Investment Funds - Asia ex Japan Equity Smaller Companies AD Asia ex-Japan Small/Mid-Cap Equity No No 1.84
Templeton Global Bond Fund A(Mdis)EUR Global Flexible Bond No Yes 1.35
AB - American Income Portfolio B Inc USD Flexible Bond No 2.01
JupiterMerian World Equity Fund L (USD) Acc Global Flex-Cap Equity No Yes 1.69
AB - American Income Portfolio C2 Acc USD Flexible Bond No 1.76
Templeton Global Bond Fund N(acc)USD Global Flexible Bond No Yes 2.05
AB - American Income Portfolio I Inc USD Flexible Bond No 0.76
AB - American Income Portfolio A2 Acc USD Flexible Bond No 1.31
AB - American Income Portfolio B2 Acc USD Flexible Bond No 2.01
AB SICAVI - European Equity Portfolio A Acc Europe Large-Cap Blend Equity No No 1.82
AB SICAV I - Global Value Portfolio A Acc Global Large-Cap Value Equity No No 1.81
Invesco Funds - Invesco Euro Ultra-Short Term Debt Fund C Accumulation EUR EUR Ultra Short-Term Bond No 0.27
Templeton Global Smaller Companies Fund N(acc)USD Global Small/Mid-Cap Equity No Yes 2.62
BlackRock Global Funds - Euro Short Duration Bond Fund A1 EUR EUR Diversified Bond - Short Term No 0.87
BlackRock Global Funds - Asian Tiger Bond Fund A2 USD Asia Bond No 1.21
BlackRock Global Funds - Euro Corporate Bond Fund A2 EUR EUR Corporate Bond No No 1.01
AB SICAVI - European Equity Portfolio C Acc Europe Large-Cap Blend Equity No No 2.27
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