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
UBS (Lux) Equity Fund - China Opportunity (USD) P-HKD mdist China Equity No Yes 2.40
UBS (Lux) Equity Fund - China Opportunity (USD) P-mdist China Equity No Yes 2.40
BlackRock Global Funds - Fixed Income Global Opportunities Fund A8 AUD Hedged Other Bond No 1.22
BlackRock Global Funds - Fixed Income Global Opportunities Fund A8 CNH Hedged Other Bond No 1.22
BlackRock Global Funds - Fixed Income Global Opportunities Fund A2 GBP Hedged Global Flexible Bond - GBP Hedged No 1.22
JPM Global Macro Opportunities A (acc) - USD (hedged) Macro Trading USD No Yes 1.46
Allianz Global Investors Fund - Allianz Europe Equity Growth Select RT EUR Europe Large-Cap Growth Equity No Yes 1.10
Natixis International Funds (Lux) I - DNCA Emerging Europe Equity Fund R/A (SGD) Other Equity No No 1.75
Allianz Global Investors Fund - Allianz Europe Equity Growth Select A (H2-USD) Other Equity No Yes 1.85
Ninety One Global Strategy Fund - Global Franchise Fund A Inc-2 RMB Hedged (IRD) Other Equity No Yes 2.00
Ninety One Global Strategy Fund - Global Franchise Fund A Inc EUR Global Large-Cap Growth Equity No Yes 1.90
Nordea 1 - Stable Return Fund HB SGD Other Allocation No Yes 1.80
BlackRock Global Funds - Continental European Flexible Fund A2 USD Hedged Other Equity No Yes 1.81
Allianz Global Investors Fund - Allianz Europe Equity Growth Select AT (H2-SGD) Other Equity No Yes 1.85
Allianz Global Investors Fund - Allianz Europe Equity Growth Select AT (H2-USD) Other Equity No Yes 1.85
Franklin Diversified Balanced Fund I(acc)EUR EUR Moderate Allocation - Global No No 0.86
Franklin Diversified Balanced Fund I(Ydis)EUR EUR Moderate Allocation - Global No No 0.86
Franklin Diversified Balanced Fund A(Ydis)EUR EUR Moderate Allocation - Global No No 1.63
Franklin Diversified Dynamic Fund I(Ydis)EUR EUR Aggressive Allocation - Global No No 0.91
DWS Invest Multi Opportunities SGD LDMH Other Allocation No No 1.53
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