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 Global High Yield Bond Fund Institutional GBP (Hedged) Accumulation Global High Yield Bond - GBP Hedged No 0.55
Jupiter Dynamic Bond I USD Hsc Q Inc Global Flexible Bond - USD Hedged No 0.65
BlackRock Global Funds - Emerging Europe Fund D4 GBP Other Equity No 1.32
BlackRock Global Funds - Emerging Europe Fund D2 GBP Hedged Other Equity No 1.32
Ninety One Global Strategy Fund - Sterling Money Fund I Acc GBP GBP Money Market - Short Term No 0.40
T. Rowe Price Funds SICAV - European High Yield Bond Fund Adm EUR High Yield Bond No 1.32
ChinaAMC New Horizon China A share Fund Class I USD Acc China Equity - A Shares No 2.50
AXA World Funds - US High Yield Bonds A Distribution Monthly st USD USD High Yield Bond No 1.44
Franklin Euro High Yield Fund A(Mdis)USD-H1 Other Bond No 1.34
AXA World Funds - Global High Yield Bonds A Distribution Monthly st USD Global High Yield Bond No 1.49
AXA World Funds - Global High Yield Bonds A Distribution Monthly st HKD (Hedged) Global High Yield Bond No 1.52
Principal Global Investors Funds - Global High Yield Fund A Hedged Inc AUD Other Bond No 1.28
HSBC Managed Growth Fund Inc P Global Large-Cap Blend Equity No No 0.00
HSBC Managed Balanced Fund Inc P USD Aggressive Allocation No No 0.00
MFS Meridian Funds - Global High Yield Fund WH1 GBP Global High Yield Bond - GBP Hedged No 0.70
Neuberger Berman Strategic Income Fund SGD A (Monthly) Distributing Class Other Bond No 1.11
Neuberger Berman European High Yield Bond Fund USD A Distributing Class - Hedged Other Bond No 1.29
Franklin Floating Rate Fund PLC A SGD-H1 Dis Other Bond No 1.10
Franklin Floating Rate Fund PLC A RMB-H1 Dis Global/US Loan No 1.10
Franklin Floating Rate Fund PLC A EUR-H1 Dis Other Bond No 1.10
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