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
BNY Mellon Global Real Return Fund (USD) W Acc USD Flexible Allocation No No 0.97
BNY Mellon Global Real Return Fund (USD) W Inc USD Flexible Allocation No No 0.97
AB SICAV I - Low Volatility Equity Portfolio A USD Acc Global Large-Cap Blend Equity No Yes 1.69
AB SICAV I - Low Volatility Equity Portfolio S1 EUR H Acc Other Equity No Yes 0.57
BlackRock Global Funds - Global Equity Income Fund D2 CHF Hedged Other Equity No No 1.07
BNY Mellon Long-Term Global Equity Fund USD W Inc Global Large-Cap Growth Equity No Yes 0.87
BNY Mellon Long-Term Global Equity Fund EUR W Acc Global Large-Cap Growth Equity No Yes 0.87
AB SICAV I - Low Volatility Equity Portfolio I EUR H Acc Other Equity No Yes 0.89
JPMorgan Funds - Emerging Markets Opportunities Fund A (acc) - SGD Global Emerging Markets Equity No Yes 1.81
Allianz Global Investors Fund - Allianz China Equity P USD China Equity No Yes 1.35
PIMCO GIS Global Bond Fund Institutional EUR (Currency Exposure) Accumulation Global Diversified Bond - USD Hedged No 0.50
PIMCO GIS Inflation Multi-Asset Fund Institutional USD Accumulation USD Moderate Allocation No Yes 0.80
JPM Emerging Markets Opportunities A (acc) - SGD (hedged) Other Equity No Yes 1.81
PIMCO GIS Total Return Bond Fund M Retail HKD (Unhedged) Income USD Diversified Bond No Yes 1.40
BNY Mellon Long-Term Global Equity Fund USD W Acc Global Large-Cap Growth Equity No Yes 0.87
Ninety One Global Strategy Fund - Global Franchise Fund A Acc CHF Hedged(Reference) Other Equity No Yes 2.00
PIMCO GIS Income Fund E Class HKD (Unhedged) Income Global Flexible Bond - USD Hedged No Yes 1.50
PIMCO GIS Income Fund Institutional GBP (Hedged) Income Global Flexible Bond - GBP Hedged No Yes 0.60
PIMCO GIS Income Fund E Class SGD (Hedged) Income Other Bond No Yes 1.50
PIMCO GIS Inflation Multi-Asset Fund E Class USD Accumulation USD Moderate Allocation No Yes 1.70
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