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 - Global High Yield Portfolio AA NZD H Inc Other Bond No 1.63
AB - Global High Yield Portfolio AA GBP H Inc Global High Yield Bond - GBP Hedged No 1.63
AB - Global High Yield Portfolio AA CAD H Inc Other Bond No 1.63
UBS (Lux) Bond SICAV - USD High Yield (USD) P-6%-mdist USD High Yield Bond No 1.30
AB - Global High Yield Portfolio AA HKD Inc Global High Yield Bond No 1.63
Manulife Global Fund - Asian Small Cap Equity Fund AA HKD Asia ex-Japan Small/Mid-Cap Equity No No 1.76
Allianz Global Investors Fund - Allianz Income and Growth AT (H2-EUR) EUR Moderate Allocation - Global No No 1.55
HSBC Collective Investment Trust - HSBC China Multi-Asset Income Fund AM2 - USD Greater China Allocation No Yes 1.70
HSBC Collective Investment Trust - HSBC China Multi-Asset Income Fund AM2 - HKD Greater China Allocation No Yes 1.72
HSBC Collective Investment Trust - HSBC China Multi-Asset Income Fund AM2 - RMB Greater China Allocation No Yes 1.72
Allianz Global Investors Fund - Allianz Income and Growth CM USD USD Moderate Allocation No No 2.30
Allianz Global Investors Fund - Allianz Income and Growth RM (H2-GBP) GBP Allocation 40-60% Equity No No 0.95
Franklin Income Fund N(acc)USD USD Moderate Allocation No 2.15
UBS (Lux) Bond SICAV - USD High Yield (USD) P-acc USD High Yield Bond No 1.30
AB - Global High Yield Portfolio A Inc Global High Yield Bond No 1.63
AB - Global High Yield Portfolio B Inc Global High Yield Bond No 2.63
Templeton Global Total Return Fund N(acc)USD Global Flexible Bond No Yes 2.07
AB - Global High Yield Portfolio A2 Acc Global High Yield Bond No 1.63
AB - Global High Yield Portfolio B2 Acc Global High Yield Bond No 2.63
Schroder International Selection Fund Japanese Smaller Companies A1 Accumulation JPY Japan Small/Mid-Cap Equity No No 2.36
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