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
Allianz Global Investors Fund - Allianz HKD Income AT HKD HKD Bond No 1.06
FTGF ClearBridge Tactical Dividend Income Fund Class A AUD Distributing (M) (Hedged) Plus Other Equity No No 1.75
FTGF ClearBridge Tactical Dividend Income Fund Class A USD Distributing (M) Plus US Equity Income No No 1.75
FTGF ClearBridge Tactical Dividend Income Fund Class A SGD Distributing (M) (Hedged) Plus Other Equity No No 1.75
Nikko AM China Onshore Bond Fund CNY RMB Bond - Onshore No No 1.41
Ninety One Global Strategy Fund - Global Franchise Fund A Acc USD Hedged (Portfolio - AC) Other Equity No Yes 1.90
UBS (Lux) Equity Fund - China Opportunity (USD) P RMB Hedged acc Other Equity No Yes 2.50
UBS (Lux) Key Selection SICAV - European Growth and Income (EUR) (GBP hedged) P-8%-mdist GBP Allocation 40-60% Equity No No 1.80
Schroder International Selection Fund Asian Dividend Maximiser A Distribution SGD Hedged M Other Equity No Yes 1.91
Schroder International Selection Fund Asian Dividend Maximiser A Distribution AUD Hedged MFC Other Equity No Yes 1.90
PIMCO GIS Income Fund Institutional SGD (Hedged) Income Other Bond No Yes 0.55
PIMCO GIS Income Fund Institutional CHF (Hedged) Accumulation Global Flexible Bond - CHF Hedged No Yes 0.55
Schroder International Selection Fund Emerging Markets C Distribution USD Global Emerging Markets Equity No Yes 1.06
Schroder International Selection Fund US Large Cap A Accumulation USD US Large-Cap Blend Equity No Yes 1.58
Schroder International Selection Fund EURO Equity C Distribution EUR Eurozone Large-Cap Equity No Yes 1.03
Franklin Mutual U.S. Value Fund N(acc)USD US Large-Cap Value Equity No No 2.58
Schroder International Selection Fund US Large Cap A Distribution USD AV US Large-Cap Blend Equity No Yes 1.58
Schroder International Selection Fund US Large Cap C Distribution USD US Large-Cap Blend Equity No Yes 0.83
Schroder International Selection Fund Emerging Markets Debt Total Return C Distribution USD AV Global Emerging Markets Bond - Local Currency No No 1.22
Schroder International Selection Fund Asian Bond Total Return C Accumulation USD Asia Bond No No 0.92
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