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
Janus Henderson Horizon China Opportunities Fund A2 SGD China Equity No Yes 1.90
GMO Quality Investment Fund US Large-Cap Blend Equity No Yes 0.55
BlackRock Global Funds - Global Equity Income Fund A5G SGD Hedged Other Equity No No 1.82
Nordea 1 - Global Real Estate Fund BP USD Property - Indirect Global No Yes 1.84
PIMCO GIS Dynamic Bond Fund Administrative SEK (Hedged) Accumulation Other Bond No Yes 1.40
Franklin India Fund A(acc)HKD India Equity No No 1.83
BlackRock Global Funds - Global Equity Income Fund A2 SGD Hedged Other Equity No No 1.82
Fidelity Funds - China RMB Bond Fund A-Acc-RMB China Bond No No 1.08
Templeton China Fund A(acc)HKD China Equity No Yes 2.46
Goldman Sachs Global Real Estate Equity (Former NN) - P Cap SGD Property - Indirect Global No Yes 1.60
BlackRock Global Funds - World Technology Fund D2 Sector Equity Technology No Yes 1.05
JPM US Aggregate Bond A (mth) - SGD (Hedged) Other Bond No 1.10
JPMorgan Funds - US Aggregate Bond Fund A (mth) - SGD USD Diversified Bond No 1.10
BlackRock Global Funds - Global Equity Income Fund A6 USD Global Equity Income No No 1.82
PIMCO GIS Low Average Duration Fund Institutional EUR (Hedged) Accumulation Other Bond No Yes 0.50
Allianz Global Investors Fund - Allianz Convertible Bond AT EUR Convertible Bond - Europe No No 1.40
Fidelity Funds - China Focus Fund A-Acc-HKD China Equity No No 1.91
Allianz Global Investors Fund - Allianz Convertible Bond A EUR Convertible Bond - Europe No No 1.40
Phillip Singapore Real Estate Income Fund I SGD Property - Indirect Other No Yes 1.18
Phillip Singapore Real Estate Income Fund A SGD Property - Indirect Other No Yes 1.68
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