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
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
GMO Quality Investment Fund Class J USD Acc US Large-Cap Blend Equity No Yes 1.05
PIMCO GIS Total Return Bond Fund Administrative USD Income USD Diversified Bond No Yes 1.00
Allianz Global Investors Fund - Allianz Global Metals and Mining AT USD Sector Equity Natural Resources No No 1.85
Allianz Global Investors Fund - Allianz Global Metals and Mining CT EUR Sector Equity Natural Resources No No 2.27
Allianz Global Investors Fund - Allianz Global Metals and Mining IT USD Sector Equity Natural Resources No No 1.02
AB FCP I - Short Duration Bond Portfolio A-EUR DIST Global Diversified Bond - USD Hedged No No 1.19
AB FCP I - Short Duration Bond Portfolio A2 EUR ACCU Global Diversified Bond - USD Hedged No No 1.19
Allianz Global Investors Fund - Allianz Global Opportunistic Bond AT H2 SGD Other Bond No 1.21
T. Rowe Price Funds SICAV - Future of Finance Equity Fund Q USD Sector Equity Financial Services No Yes 0.95
Allianz Global Investors Fund - Allianz Thematica CT EUR Global Flex-Cap Equity No No 2.70
Dimensional World Allocation 20/80 Fund JPY Accumulation Other Allocation No No 0.30
GMO Quality Investment Fund Class R USD Acc US Large-Cap Blend Equity No Yes 1.17
GMO Quality Investment Fund Class R SGD Acc US Large-Cap Blend Equity No Yes 1.17
Allianz Global Investors Fund - Allianz Global Opportunistic Bond AT H2 EUR Global Flexible Bond - EUR Hedged No 1.19
JPMorgan Funds - Asia Growth Fund CPF (acc) - SGD Asia ex-Japan Equity No Yes 1.76
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