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
PIMCO GIS Diversified Income Fund E Class USD Income Global Flexible Bond - USD Hedged No 1.59
Fidelity Funds - Australian Diversified Equity Fund A-Acc-AUD Australia & New Zealand Equity No No 1.92
PineBridge Asia ex Japan Small Cap Equity Fund A Asia ex-Japan Small/Mid-Cap Equity No No 1.93
AB - Emerging Markets Debt Portfolio A2 Acc Global Emerging Markets Bond No No 1.36
AB - Emerging Markets Debt Portfolio BT Inc Global Emerging Markets Bond No No 2.36
AB - Emerging Markets Debt Portfolio A Inc Global Emerging Markets Bond No No 1.36
Fidelity Funds - US High Yield Fund A-Acc-EUR USD High Yield Bond No 1.39
PIMCO GIS Commodity Real Return Fund Institutional USD Accumulation Commodities - Broad Basket No Yes 0.74
AB - Emerging Markets Debt Portfolio AT Inc Global Emerging Markets Bond No No 1.36
Fidelity Funds - ASEAN Fund A-Acc-USD ASEAN Equity No Yes 1.95
PIMCO GIS Diversified Income Fund E Class USD Accumulation Global Flexible Bond - USD Hedged No 1.59
AB - Emerging Markets Debt Portfolio C Inc Global Emerging Markets Bond No No 1.81
AB - Emerging Markets Debt Portfolio C2 Acc Global Emerging Markets Bond No No 1.81
Fidelity Funds - Switzerland Fund A-Acc-CHF Switzerland Equity No Yes 1.93
HSBC Global Investment Funds - Global High Income Bond ACHCAD Other Bond No 1.51
AB - Asia Income Opportunities Portfolio AT USD Inc Asia Bond No No 1.31
AB - Asia Income Opportunities Portfolio AA USD Inc Asia Bond No No 1.31
AB - Asia Income Opportunities Portfolio I2 USD Acc Asia Bond No No 0.76
AB - Asia Income Opportunities Portfolio A2 USD Acc Asia Bond No No 1.31
Allianz Global Investors Fund - Allianz Euro High Yield Bond IT8 (H-EUR) EUR High Yield Bond No 0.80
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