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
Pictet-Regeneration HP CHF Other Equity Yes Yes 1.93
Pictet-Regeneration HI CHF Other Equity Yes Yes 1.13
Pictet-Regeneration HP EUR Other Equity Yes Yes 1.93
Pictet-Regeneration P USD Global Large-Cap Blend Equity Yes Yes 1.88
Allianz Global Investors Fund - Allianz Better World Dynamic CT2 EUR EUR Aggressive Allocation - Global Yes Yes 2.20
Nordea 1 - Global Sustainable Listed Real Assets Fund BP USD Other Equity Yes No 2.08
Wellington Next Generation Education Fund HKD A AccU Global Small/Mid-Cap Equity Yes Yes 2.34
Wellington Next Generation Education Fund SGD A AccH Other Equity Yes Yes 2.34
Wellington Next Generation Education Fund USD A AccU Global Small/Mid-Cap Equity Yes Yes 2.34
BlackRock Global Funds - Sustainable Energy Fund A10 USD Sector Equity Alternative Energy Yes No 1.97
Pictet - SmartCity D USD Global Large-Cap Blend Equity Yes Yes 1.01
BNP Paribas Funds Green Tigers Classic MD Distribution Sector Equity Ecology Yes Yes 2.23
BlackRock Global Funds - Circular Economy Fund A2 Sector Equity Ecology Yes Yes 1.81
BlackRock Global Funds - Circular Economy Fund A2 EUR Sector Equity Ecology Yes Yes 1.81
Lazard Global Thematic Focus Fund E Dist EUR Global Large-Cap Growth Equity Yes Yes 0.40
PIMCO GIS Climate Bond Fund Institutional AUD (Hedged) Income Other Bond Yes 0.50
Pictet - Global Environmental Opportunities J USD Sector Equity Ecology Yes Yes 0.95
Pictet - Global Environmental Opportunities D USD Sector Equity Ecology Yes Yes 1.01
Fidelity Funds - Sustainable Asia Equity Fund A-MCDIST(G)-SGD/USD Hedged Other Equity Yes Yes 1.92
BNP Paribas Inclusive Growth Classic RH SGD Capitalisation Other Equity Yes Yes 1.98
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