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
AB - Low Volatility Total Return Equity Portfolio A USD Equity Market Neutral USD No Yes 1.87
AB - Low Volatility Total Return Equity Portfolio AD USD Equity Market Neutral USD No Yes 1.87
AB - Low Volatility Total Return Equity Portfolio I USD Equity Market Neutral USD No Yes 1.07
Allianz Global Investors Fund - Allianz Thematica R EUR Global Flex-Cap Equity No No 1.23
Manulife Global Fund - Asia Pacific REIT Fund P (HKD) MDIST (G) Property - Indirect Asia No Yes 1.20
Manulife Global Fund - Asia Pacific REIT Fund P SGD MDIST (G) Property - Indirect Asia No Yes 1.20
Manulife Global Fund - Asia Pacific REIT Fund S SGD Hedged Property - Indirect Other No Yes 1.45
Manulife Global Fund - Asia Pacific REIT Fund S SGD Hedged MDIST (G) Property - Indirect Other No Yes 1.48
Manulife Global Fund - Asia Pacific REIT Fund S SGD MDIST (G) Property - Indirect Asia No Yes 1.45
M&G (Lux) Optimal Income Fund AUD A-H Acc Other Allocation No No 1.36
M&G (Lux) Optimal Income Fund AUD A-H M Inc Other Allocation No No 1.36
M&G (Lux) Optimal Income Fund HKD A-H Acc Other Allocation No No 1.36
UBS (Lux) Equity SICAV - All China (USD) (HKD) P-acc China Equity No Yes 2.20
BNY Mellon Long-Term Global Equity Fund SGD W Acc Hedged Other Equity No Yes 0.87
Allianz Global Investors Fund - Allianz Thematica AMg USD Global Flex-Cap Equity No No 1.95
Allianz Global Investors Fund - Allianz Thematica AT EUR Global Flex-Cap Equity No No 1.95
Pictet-Euroland Index JS EUR Eurozone Large-Cap Equity No No 0.16
UBS (Lux) Equity SICAV - All China (USD) (SGD) P-acc China Equity No Yes 2.20
UBS (Lux) Equity Fund - China Opportunity (USD) P EUR Hedged acc Other Equity No Yes 2.50
Janus Henderson Capital Funds plc - Balanced Fund Class A2 SGD USD Moderate Allocation No Yes 1.89
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