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
FTGF Martin Currie Global Emerging Markets Fund Class A US$ Accumulating Global Emerging Markets Equity No Yes 2.00
Janus Henderson Horizon Global Property Equities Fund A3q USD Property - Indirect Global No Yes 1.96
Allianz Global Investors Fund - Allianz All China Equity AT USD China Equity No Yes 2.30
UBS (Lux) Key Selection SICAV - European Growth and Income (EUR) (USD hedged) P-6%-mdist USD Moderate Allocation No No 1.80
UBS (Lux) Key Selection SICAV - European Growth and Income (EUR) (HKD hedged) P-6%-mdist Other Allocation No No 1.80
FTGF Martin Currie Global Emerging Markets Fund Class X US$ Accumulating Global Emerging Markets Equity No Yes 1.25
PIMCO GIS Income Fund Investor RMB (Hedged) Accumulation Other Bond No Yes 0.90
Ninety One Global Strategy Fund - All China Bond Fund A Inc-3 USD RMB Bond - Onshore No Yes 1.50
PIMCO GIS Income Fund Institutional AUD (Hedged) Accumulation Other Bond No Yes 0.55
Ninety One Global Strategy Fund - All China Bond Fund A Inc-3 SGD Hedged (Reference) Other Bond No Yes 1.60
Ninety One Global Strategy Fund - All China Equity Fund A Acc SGD Hedged(Reference) Other Equity No Yes 2.10
PIMCO GIS Global Bond Fund Institutional GBP (Currency Exposure) Accumulation Global Diversified Bond - USD Hedged No Yes 0.49
PIMCO GIS Income Fund H Institutional Accumulation Global Flexible Bond - USD Hedged No Yes 0.72
PIMCO GIS Total Return Bond Fund H Institutional Income USD Diversified Bond No Yes 0.67
PIMCO GIS Income Fund H Institutional Income Global Flexible Bond - USD Hedged No Yes 0.72
Dimensional World Allocation 40/60 Fund USD Accumulation USD Cautious Allocation No No 0.30
Fidelity Funds - China RMB Bond Fund A-MINCOME(G)-SGD (SGD/RMB hedged) Other Bond No No 1.10
Fidelity Funds - Emerging Markets Fund A-Acc-SGD (SGD/USD hedged) Other Equity No Yes 1.93
Natixis International Funds (Lux) I - Ostrum Short Term Global High Income Fund S/A (H-EUR) Global High Yield Bond - EUR Hedged No 0.60
Fidelity Funds - China RMB Bond Fund Y-MINCOME(G)-RMB China Bond No No 0.70
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