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
Capital Group Multi-Sector Income Fund (LUX) Pd USD Flexible Bond No 0.50
Capital Group Multi-Sector Income Fund (LUX) Ph-EUR USD Flexible Bond No 0.60
ABCI Dynamic Income Fund Class I (USD) USD Diversified Bond No 1.30
ABCI Dynamic Income Fund Class I (RMB) USD Diversified Bond No 1.30
Capital Group Global Equity Fund (LUX) Z EUR Global Large-Cap Blend Equity No No 0.90
BlackRock Global Funds - Systematic Global Equity High Income Fund A2 JPY Hedged Acc Other Equity No No 1.80
Bochk All Weather Global Opportunities Fund A7 (RMB-H) Other Allocation No No 2.42
Neuberger Berman Japan Equity Engagement Fund JPY A Accumulating Class Japan Small/Mid-Cap Equity No 1.94
Neuberger Berman Japan Equity Engagement Fund USD A Accumulating Class Japan Small/Mid-Cap Equity No 1.94
Value Partners Fund Series - Value Partners Japan REIT Fund A JPY Unhedged Acc Property - Indirect Other No Yes 2.20
Franklin Strategic Income Fund A (Mdis) RMB-H1 Other Bond No 1.35
Signature CIO Balanced Fund AU MD USD Inc USD Moderate Allocation No No 1.32
Signature CIO Income Fund AG HGD MD GBP Inc USD Moderate Allocation No No 1.67
Schroder International Selection Fund Dynamic Income A Distribution CNH Hedged MF2 Other Allocation No No 1.64
Eastspring Investments - Japan Dynamic Fund - AJDM Japan Large-Cap Value Equity No No 1.80
BNP Paribas Funds Euro High Yield Bd Classic RH HKD MD Distribution Other Bond No 1.57
BNP Paribas Funds Euro High Yield Bd Classic RH CNH MD Distribution Other Bond No 1.57
Value Partners High-Dividend Stocks P USD Acc Asia ex-Japan Equity No No 1.50
Schroder International Selection Fund Dynamic Income A Distribution EUR Hedged MF3 EUR Moderate Allocation - Global No No 1.68
Schroder International Selection Fund Dynamic Income A Distribution JPY Hedged MF3 Other Allocation No No 1.69
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