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
CT (Lux) - Global Equity Income 1UP (USD Distribution) Global Equity Income No No 1.68
CT (Lux) - Global Equity Income AUP (USD Distribution) Global Equity Income No No 1.80
CT (Lux) - American Smaller Companies AEH (EUR Accumulation) Other Equity No No 1.80
CT (Lux) - American Smaller Companies AU (USD Accumulation) US Small-Cap Equity No No 1.80
Lazard Rathmore Alternative Fund C Acc GBP Hedged Relative Value Arbitrage No Yes 1.38
Schroder International Selection Fund Asian Equity Yield A Distribution AUD Hedged M Other Equity No Yes 1.87
Franklin Technology Fund I (Inc) EUR Sector Equity Technology No Yes 0.85
CT Global Extended Alpha Fund Institutional Gross Accumulation GBP USD Global Large-Cap Growth Equity No Yes 0.83
CT Global Extended Alpha Fund Class A Accumulation SGD Global Large-Cap Growth Equity No Yes 1.65
Allianz Global Investors Fund - Allianz Global Floating Rt Nts+AMg H2AUD Other Bond No Yes 0.61
PIMCO GIS Dynamic Bond Fund H Institutional USD Accumulation Global Flexible Bond - USD Hedged No Yes 1.07
PIMCO GIS Low Average Duration Fund H Institutional USD Income USD Diversified Bond - Short Term No Yes 0.63
PIMCO GIS Global Bond Ex-US Fund H Institutional USD Accumulation Global Diversified Bond - USD Hedged No Yes 0.66
Amundi Funds - Polen Capital Global Growth A2 USD (C) Global Large-Cap Growth Equity No Yes 2.10
Schroder International Selection Fund Global Innovation A Accumulation USD Global Large-Cap Growth Equity No Yes 1.83
Schroder International Selection Fund Global Innovation C Accumulation USD Global Large-Cap Growth Equity No Yes 1.03
CT Global Extended Alpha Fund Class A Accumulation USD Global Large-Cap Growth Equity No Yes 1.65
Allianz Global Investors Fund - Allianz Global Floating Rate Notes Plus AM (H2-AUD) Other Bond No Yes 0.60
Allianz Global Investors Fund - Allianz Global Floating Rate Notes Plus AM (HKD) USD Corporate Bond - Short Term No Yes 0.61
Allianz Global Investors Fund - Allianz Global Floating Rate Notes Plus AM (USD) USD Corporate Bond - Short Term No Yes 0.60
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