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
Schroder Singapore Trust USD A Acc Singapore Equity No Yes 1.27
HSBC Global Investment Funds - Global Real Estate Equity AM3OSGD Property - Indirect Other No Yes 1.91
Pictet TR - Atlas HJ JPY Long/Short Equity - Other No Yes 2.15
Pictet - Robotics HI CHF Other Equity No Yes 1.14
Pictet - Robotics HP CHF Other Equity No Yes 2.03
Lazard US Equity Concentrated Fund BP Acc USD US Large-Cap Blend Equity No Yes 2.10
PIMCO GIS Global Bond Fund M Retail Income II Global Diversified Bond - USD Hedged No Yes 1.40
PIMCO GIS Global Bond Fund M Retail HKD (Unhedged) Income II Global Diversified Bond - USD Hedged No Yes 1.40
PIMCO GIS Income Fund Administrative HKD (Unhedged Income Global Flexible Bond - USD Hedged No Yes 1.10
BNP Paribas Flexi I US Mortgage IH GBP Distribution Other Bond No 0.49
CT Global Extended Alpha Fund Institutional Gross Accumulation GBP Global Large-Cap Growth Equity No No 0.83
Pictet-CHF Bonds J dy CHF CHF Bond No Yes 0.31
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 1.89
HSBC Global Investment Funds - Global Real Estate Equity AM2 EUR Property - Indirect Global No Yes 1.89
HSBC Global Investment Funds - Global Real Estate Equity AM3OSGD USD Property - Indirect Other No Yes 1.91
Natixis International Funds (Lux) I - Ostrum Euro High Income Fund R/A (USD) EUR High Yield Bond No 1.30
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 1.55
Allianz Global Investors Fund - Allianz Europe Income and Growth AM (H2-CAD) Other Allocation No No 1.55
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