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
Templeton Latin America Fund A(Ydis)GBP Latin America Equity No No 2.26
Templeton China Fund A(Ydis)GBP China Equity No Yes 2.46
Fidelity Funds - Emerging Markets Fund A-Acc-USD Global Emerging Markets Equity No Yes 1.92
Allianz Global Investors Fund - Allianz Europe Small Cap Equity AT (H2-USD) Other Equity No Yes 2.10
BNP Paribas Flexi I US Mortgage Classic HKD MD Distribution USD Government Bond No 1.26
BNP Paribas Flexi I US Mortgage Classic H AUD Capitalisation Other Bond No 1.26
BNP Paribas Flexi I US Mortgage Classic H SGD MD Distribution Other Bond No 1.26
BNP Paribas Flexi I US Mortgage Classic H AUD MD Distribution Other Bond No 1.26
BNP Paribas Flexi I US Mortgage Privilege H GBP Capitalisation Other Bond No 0.71
BNP Paribas Flexi I US Mortgage IH CHF Capitalisation Other Bond No 0.49
BNP Paribas Flexi I US Mortgage Classic H SGD Capitalisation Other Bond No 1.26
BNP Paribas Flexi I US Mortgage Classic H CNH MD Distribution Other Bond No 1.26
BNP Paribas Flexi I US Mortgage Classic HKD Capitalisation USD Government Bond No 1.26
Natixis AM Funds - Ostrum SRI Global MinVol R/A (H-USD) Other Equity No No 1.81
PIMCO GIS Global Bond Ex-US Fund E Class USD (Currency Exposure) Income Global Flexible Bond - USD Hedged No 1.40
PIMCO GIS Income Fund Administrative GBP (Hedged) Income Global Flexible Bond - GBP Hedged No Yes 1.10
BNP Paribas Flexi I US Mortgage Classic MD Distribution USD Government Bond No 1.26
CT (Lux) - Global Dynamic Real Return Class AU USD EUR USD Moderate Allocation No Yes 1.65
Fidelity Funds - Global Multi Asset Dynamic Fund A-DIST-USD SGD USD Aggressive Allocation No No 1.72
United Singapore Growth Fund USD Singapore Equity No No 1.42
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