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
Allianz Global Investors Fund - Allianz All China Equity PT (H2-CNH) Other Equity No Yes 1.32
Fidelity Funds - China RMB Bond Fund A-MCDist(G)-RMB China Bond No Yes 1.09
Amundi Funds - Polen Capital Global Growth A2 SGD Hgd (C) Other Equity No Yes 2.10
PIMCO GIS Inflation Multi-Asset Fund Administrative SGD (Partially Hedged) Income II USD Moderate Allocation No Yes 1.29
Allianz Global Investors Fund - Allianz Global Equity Growth R EUR Global Large-Cap Growth Equity No Yes 1.04
AB SICAV I-International Health Care Portfolio Class I EUR Acc Sector Equity Healthcare No Yes 1.13
AB SICAV I-International Health Care Portfolio Class A EUR Acc Sector Equity Healthcare No Yes 1.93
JPM Global Convertibles Conservative D (acc) - EUR (hedged) Convertible Bond - Global, EUR Hedged No Yes 1.90
AB SICAV I-International Health Care Portfolio Class C EUR Acc Sector Equity Healthcare No Yes 2.38
JPM Global Convertibles Conservative C (acc) - EUR (hedged) Convertible Bond - Global, EUR Hedged No Yes 0.75
JPM Global Convertibles Conservative A (div) - EUR (hedged) Convertible Bond - Global, EUR Hedged No Yes 1.40
JPM Global Convertibles Conservative D (div) - EUR (hedged) Convertible Bond - Global, EUR Hedged No Yes 1.90
JPM Global Convertibles Conservative C (acc) - SEK (hedged) Convertible Bond - Other No Yes 0.75
JPM Global Convertibles Conservative A (acc) - EUR (hedged) Convertible Bond - Global, EUR Hedged No Yes 1.40
BNP Paribas Funds - Multi-Asset Thematic Classic RH CNH MD Inc Other Allocation No Yes 2.09
BNP Paribas Funds - Multi-Asset Thematic Privilege MD Inc EUR Flexible Allocation - Global No Yes 1.40
BNP Paribas Funds - Multi-Asset Thematic Classic RH AUD Acc Other Allocation No Yes 2.10
BNP Paribas Funds - Multi-Asset Thematic Privilege RH USD Acc USD Flexible Allocation No Yes 1.40
Franklin Shariah Technology Fund A (acc) USD Sector Equity Technology No Yes 1.87
Franklin Shariah Technology Fund A (acc) SGD Sector Equity Technology No Yes 1.87
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