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
UBS (Lux) Equity Fund - China Opportunity (USD) P SEK acc China Equity No Yes 2.40
HSBC Global Investment Funds - Global Real Estate Equity AM2 GBP Property - Indirect Global No Yes 1.90
HSBC Global Investment Funds - Global Real Estate Equity AM2 EUR Property - Indirect Global No Yes 1.90
HSBC Global Investment Funds - Global Real Estate Equity AM3OSGD USD Property - Indirect Other No Yes 1.91
Allianz Global Investors Fund - Allianz Europe Income and Growth AM (H2-GBP) GBP Flexible Allocation No No 1.55
Allianz Global Investors Fund - Allianz Europe Income and Growth AM (H2-SGD) Other Allocation No No 1.56
Allianz Global Investors Fund - Allianz Europe Income and Growth AM (H2-CAD) Other Allocation No No 1.54
Allianz Global Investors Fund - Allianz Europe Income and Growth AM (H2-AUD) Other Allocation No No 1.55
Allianz Global Investors Fund - Allianz Europe Income and Growth AM (H2-HKD) Other Allocation No No 1.55
Allianz Global Investors Fund - Allianz Europe Income and Growth AM (H2-NZD) Other Allocation No No 1.55
PIMCO GIS Income Fund E Class JPY (Hedged) Accumulation Other Bond No Yes 1.45
PIMCO GIS Global Real Return Fund Institutional USD (Currency Exposure) Accumulation Global Inflation-Linked Bond - USD Hedged No Yes 0.49
Allianz Global Investors Fund - Allianz HKD Income AT USD Acc HKD Bond No 1.05
United Global Technology Fund USD Class Equity - Sector Focus No Yes 1.88
United Global Technology Fund MYR Hedged Class Equity - Sector Focus No Yes 1.88
United Global Technology Fund MYR Class Equity - Sector Focus No Yes 1.88
Allianz Global Investors Fund - Allianz Europe Income and Growth AT (H2-USD) USD Flexible Allocation No No 1.55
Franklin Technology Fund A (Acc) EUR-H1 Other Equity No Yes 1.78
Pictet TR - Atlas I GBP Long/Short Equity - Global No Yes 1.40
Pictet TR - Atlas HI GBP Long/Short Equity - Other No Yes 1.54
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