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
BlackRock Global Funds - Global Inflation Linked Bond Fund A3 USD Global Inflation-Linked Bond - USD Hedged No Yes 0.95
Neuberger Berman China Equity Fund USD A Accumulating Class China Equity No No 2.03
PIMCO GIS Low Average Duration Fund E Class EUR (Hedged) Accumulation Other Bond No Yes 1.36
Allianz Global Investors Fund - Allianz Hong Kong Equity AT SGD Hong Kong Equity No Yes 1.86
PIMCO GIS Balanced Income and Growth Fund E Class USD Accumulation USD Moderate Allocation No Yes 2.15
BNY Mellon Global Real Return Fund (USD) A Acc USD Flexible Allocation No Yes 1.65
PIMCO GIS Balanced Income and Growth Fund E Class EUR (Hedged) Accumulation EUR Moderate Allocation - Global No Yes 2.15
HSBC Global Investment Funds - Asia Pacific ex Japan Equity High Dividend ZS Asia-Pacific ex-Japan Equity Income No No 0.18
Allianz Global Investors Fund - Allianz China Equity AT SGD China Equity No Yes 1.90
BlackRock Global Funds - Global Inflation Linked Bond Fund D2 USD Global Inflation-Linked Bond - USD Hedged No Yes 0.60
Allianz Global Investors Fund - Allianz China Equity CT EUR China Equity No Yes 3.06
Templeton Asian Growth Fund I(Ydis)EUR-H2 Other Equity No Yes 1.13
Templeton Latin America Fund I(Ydis)EUR-H2 Other Equity No No 1.27
HSBC Portfolios - World Selection 5 ACHEUR EUR Aggressive Allocation - Global No No 1.60
PIMCO GIS Global Bond Fund Institutional SGD (Hedged) Accumulation Other Bond No Yes 0.49
HSBC Portfolios - World Selection 4 AC USD Aggressive Allocation No No 1.47
HSBC Portfolios - World Selection 1 AC USD Cautious Allocation No No 1.23
JPMorgan Funds - Emerging Markets Opportunities Fund A (acc) - USD Global Emerging Markets Equity No Yes 1.78
HSBC Portfolios - World Selection 1 ACHEUR EUR Cautious Allocation - Global No No 1.35
PIMCO GIS Total Return Bond Fund Administrative EUR (Hedged) Accumulation Other Bond No Yes 1.00
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