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
AB - All Market Income Portfolio CX Inc USD Moderate Allocation No No 1.88
PineBridge Asia ex Japan Small Cap Equity Fund Y Asia ex-Japan Small/Mid-Cap Equity No No 1.13
AB - American Income Portfolio C Inc USD Flexible Bond No 1.76
Fidelity Funds - US High Yield Fund A-MDIST-USD USD High Yield Bond No 1.39
Schroder International Selection Fund Asian Smaller Companies A1 Accumulation USD Asia ex-Japan Small/Mid-Cap Equity No No 2.36
Goldman Sachs Europe CORE Equity Portfolio Base Acc EUR Europe Large-Cap Blend Equity No No 1.41
First Sentier Asian Bridge Fund Class I USD Asia Allocation No Yes 1.49
JPMorgan Pacific Technology (acc) - USD Sector Equity Technology No Yes 1.63
First Sentier Asia Strategic Bond Fund Class I (Distributing) USD Asia Bond No No 2.25
BlackRock Global Funds - Emerging Markets Bond Fund C1 Global Emerging Markets Bond No 2.70
BlackRock Global Funds - Emerging Markets Bond Fund C2 Global Emerging Markets Bond No 2.70
Schroder International Selection Fund BIC (Brazil India China) A1 Accumulation USD Other Equity No No 2.36
Schroder Stable Growth Fund C Accumulation HKD USD Moderate Allocation No No 0.82
Goldman Sachs US Small Cap CORE Equity Portfolio Base Acc USD Snap US Small-Cap Equity No No 1.50
Ninety One Global Strategy Fund - Global Strategic Equity Fund C Inc USD Global Large-Cap Blend Equity No No 2.90
Invesco Funds - Invesco Global Consumer Trends Fund B Accumulation USD Sector Equity Consumer Goods & Services No Yes 2.75
PineBridge Global Funds - US Large Cap Research Enhanced Fund Y US Large-Cap Blend Equity No No 1.21
PineBridge Global Funds - India Equity Fund Y India Equity No No 1.19
Ninety One Global Strategy Fund - Asian Equity Fund C Inc USD Asia ex-Japan Equity No Yes 2.80
Capital Group Global Equity Fund (LUX) C Global Large-Cap Blend Equity No No 0.10
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