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
PIMCO GIS Balanced Income and Growth Fund H Institutional USD Accumulation USD Moderate Allocation No No 1.10
PIMCO GIS Balanced Income and Growth Fund H Institutional USD Income USD Moderate Allocation No No 1.10
Magna Umbrella Fund plc - Fiera Atlas Global Companies E USD Acc Global Large-Cap Growth Equity No Yes 0.41
Goldman Sachs Emerging Markets Equity Portfolio Other Currency Acc SGD Global Emerging Markets Equity No Yes 1.95
Magna Umbrella Fund Plc - Fiera Atlas Global Companies A USD Acc Global Large-Cap Growth Equity No Yes 0.45
Magna Umbrella Fund Plc - Fiera Atlas Global Companies R USD Acc Global Large-Cap Growth Equity No Yes 1.59
Magna Umbrella Fund plc - Fiera Atlas Global Companies I EUR Acc Global Large-Cap Growth Equity No Yes 0.85
Goldman Sachs Emerging Markets Ex-China Equity Portfolio Other Currency Shares EUR Acc Global Emerging Markets Equity No Yes 2.23
Goldman Sachs Emerging Markets Ex-China Equity Portfolio Base Shares USD Acc Global Emerging Markets Equity No Yes 2.25
Allianz Global Investors Fund - Allianz Global Intelligent Cities Income BMf2 USD USD Moderate Allocation No Yes 2.28
Allianz Global Investors Fund - Allianz Global Intelligent Cities Income AMf2 USD USD Moderate Allocation No Yes 1.69
Eastspring Investments - China Bond Fund ASDM SGD Hedged Inc Other Bond No No 1.10
Schroder International Selection Fund Global Disruption F Accumulation SGD Global Large-Cap Growth Equity No Yes 1.68
AB SICAV I - Low Volatility Equity Portfolio I Acc GBP Global Large-Cap Blend Equity No Yes 0.89
GMO Quality Investment Fund Class EUR Acc US Large-Cap Blend Equity No Yes 0.55
GMO Quality Investment Fund Class AUD Acc US Large-Cap Blend Equity No Yes 0.00
GMO Quality Investment Fund Class J AUD Acc US Large-Cap Blend Equity No Yes 1.07
GMO Quality Investment Fund Class J EUR Acc US Large-Cap Blend Equity No Yes 1.07
GMO Quality Investment Fund Class J GBP Acc US Large-Cap Blend Equity No Yes 1.07
GMO Quality Investment Fund Class J SGD Acc US Large-Cap Blend Equity No Yes 1.07
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