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) 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
PIMCO GIS Income Fund Institutional AUD (Hedged) Accumulation Other Bond No Yes 0.60
Lazard Global Listed Infrastructure Equity Fund BP Acc USD Hedged Other Equity No No 2.10
Lazard Global Listed Infrastructure Equity Fund BP Dist USD Other Equity No No 2.10
Lazard Global Listed Infrastructure Equity Fund BP Dist USD Hedged Other Equity No No 2.10
Lazard US Equity Concentrated Fund BP Dist USD US Large-Cap Blend Equity No Yes 2.10
PIMCO GIS Global Bond Fund Institutional GBP (Currency Exposure) Accumulation Global Diversified Bond - USD Hedged No Yes 0.50
PIMCO GIS Income Fund H Institutional Accumulation Global Flexible Bond - USD Hedged No Yes 0.70
PIMCO GIS Total Return Bond Fund H Institutional Income USD Diversified Bond No Yes 0.70
PIMCO GIS Income Fund H Institutional Income Global Flexible Bond - USD Hedged No Yes 0.70
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
Eastspring Investments Unit Trusts - Singapore Select Bond Fund Class E SGD Bond No 0.00
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 0.68
BlackRock Global Funds - Euro-Markets Fund A2 HKD Hedged Other Equity No Yes 1.82
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