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 Global Bond Fund W Class USD Income Global Diversified Bond - USD Hedged No Yes 0.40
PIMCO GIS Global Bond Fund W Class GBP (Hedged) Accumulation Global Diversified Bond - GBP Hedged No Yes 0.40
PIMCO GIS Global Bond Fund W Class CHF (Hedged) Accumulation Global Diversified Bond - CHF Hedged No Yes 0.40
PIMCO GIS Global Bond Fund W Class EUR (Hedged) Income Global Diversified Bond - EUR Hedged No Yes 0.40
PIMCO GIS Global Bond Fund W Class CHF (Hedged) Income Global Diversified Bond - CHF Hedged No Yes 0.40
Magna Umbrella Fund plc - Fiera Atlas Global Companies D EUR Acc Global Large-Cap Growth Equity No Yes 0.66
M&G (Lux) Optimal Income Fund AUD A-H M F1 Inc Other Allocation No No 1.36
M&G (Lux) Optimal Income Fund HKD A-H M F1 Inc Other Allocation No No 1.36
M&G (Lux) Optimal Income Fund SGD V-H M F1 Inc Other Allocation No No 1.36
M&G (Lux) Optimal Income Fund USD V-H M F1 Inc USD Cautious Allocation No No 1.36
AB SICAV I - Global Growth Portfolio A USD Capitalisation Global Large-Cap Growth Equity No Yes 1.80
AB SICAV I - Global Growth Portfolio I USD Capitalisation Global Large-Cap Growth Equity No Yes 0.95
PIMCO GIS Global Bond Fund Institutional AUD (Hedged) Accumulation Other Bond No Yes 0.50
StocksPLUS™ Fund Institutional EUR Unhedged Accumulation US Large-Cap Blend Equity No Yes 0.55
JPMorgan Funds - US Aggregate Bond Fund A (acc) - SGD (hedged) Other Bond No 1.10
Pictet-China Equities Z SGD China Equity No Yes 0.11
Ashoka WhiteOak ICAV - Ashoka WhiteOak India Opportunities Fund Class F SGD Accumulation India Equity No No 1.85
Allianz Global Investors Fund - Allianz Thematica BT9 USD Global Flex-Cap Equity No No 2.95
Allianz Global Investors Fund - Allianz Global Intelligent Cities Income BMf9 USD USD Moderate Allocation No Yes 2.70
Pictet TR Atlas Titan ZX CHF Long/Short Equity - Global No No 0.16
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