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
Lazard Rathmore Alternative Fund C Acc USD Relative Value Arbitrage No Yes 1.96
Lazard Rathmore Alternative Fund BP Acc USD Relative Value Arbitrage No Yes 2.91
Lazard Rathmore Alternative Fund C Acc EUR Hedged Relative Value Arbitrage No Yes 2.09
BlackRock Global Funds - World Technology Fund A2 SGD Hedged Other Equity No Yes 1.78
HSBC Portfolios - World Selection 4 ACHSGD Other Allocation No No 1.52
PIMCO GIS Global Bond Fund Institutional CAD (Hedged) Accumulation Other Bond No Yes 0.49
PIMCO GIS Dynamic Bond Fund Institutional CAD (Hedged) Accumulation Other Bond No Yes 0.90
Manulife Global Fund - Asia-Pacific REIT Fund P (SGD Hedged) MDIST (G) Property - Indirect Other No Yes 1.20
Manulife Global Fund - Asia-Pacific REIT Fund P (USD) MDIST (G) Property - Indirect Asia No Yes 1.23
Manulife Global Fund - Asia-Pacific REIT Fund P (AUD Hedged) MDIST (G) Property - Indirect Other No Yes 1.20
PIMCO GIS Income Fund E Class EUR (Hedged) Income II Global Flexible Bond - EUR Hedged No Yes 1.45
PIMCO GIS Income Fund Institutional CAD Hedged Income Other Bond No Yes 0.55
Allianz Global Investors Fund - Allianz AI Income AM (CNY H2-CNH) Other Allocation No Yes 1.85
FSSA China Growth Fund Class VI (Accumulation) USD China Equity No Yes 1.06
CT (Lux) - American Smaller Companies IU (USD Accumulation) US Small-Cap Equity No No 0.95
CT (Lux) - American Smaller Companies DU (USD Accumulation) US Small-Cap Equity No No 2.30
CT (Lux) - American Smaller Companies 1E (EUR Accumulation) US Small-Cap Equity No No 1.68
CT (Lux) - American Smaller Companies ZU (USD Accumulation) US Small-Cap Equity No No 1.05
CT (Lux) - American Smaller Companies 1U (USD Accumulation) US Small-Cap Equity No No 1.68
CT (Lux) - American Smaller Companies 9U (USD Accumulation) US Small-Cap Equity No No 0.89
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