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 Income Fund Administrative SEK (Hedged) Accumulation Other Bond No Yes 1.05
AB SICAV I - Low Volatility Total Return Equity Portfolio AD EUR H D Equity Market Neutral EUR No Yes 1.87
PIMCO GIS Balanced Income and Growth Fund M Retail RMB (Hedged) Income II Other Allocation No No 1.60
PIMCO GIS Balanced Income and Growth Fund M Retail JPY (Hedged) Income II Other Allocation No No 1.60
PIMCO GIS Balanced Income and Growth Fund M Retaill AUD (Hedged) Income II Other Allocation No No 1.60
PIMCO GIS Balanced Income and Growth Fund M Retaill GBP (Hedged) Income II GBP Allocation 40-60% Equity No No 1.60
M&G (Lux) Optimal Income Fund JPY A-H M Inc Other Allocation No No 1.36
M&G (Lux) Optimal Income Fund CHF A-H M F1 Inc CHF Cautious Allocation No No 1.36
M&G (Lux) Optimal Income Fund JPY A-H M F1 Inc Other Allocation No No 1.36
PIMCO GIS Balanced Income and Growth Fund M Retail CHF (Hedged) Income II CHF Moderate Allocation No No 1.60
Nordea 1 - European Fincl Dbt HM SGD Other Bond No Yes 1.25
Nordea 1 - European Financial Debt Fund HB SGD Other Bond No Yes 1.25
Pictet - Robotics B USD Sector Equity Technology No Yes 3.69
Pictet-USD Short Mid-Term Bonds B dm USD USD Diversified Bond - Short Term No 1.65
PIMCO GIS Income Fund Administrative AUD (Hedged) Accumulation Other Bond No Yes 1.05
Allianz Global Investors Fund - Allianz Thematica P12 (EUR) Global Flex-Cap Equity No No 1.13
JPMorgan Funds - Japan Equity Fund F (acc) - JPY Japan Large-Cap Equity No No 2.80
Allianz Global Investors Fund - Allianz Cyber Security AT2 SEK Acc Sector Equity Technology No Yes 1.95
Allianz Global Investors Fund - Allianz Thematica ET H2 SGD Other Equity No No 1.70
Magna Umbrella plc - Fiera Atlas Global Companies F USD Acc Global Large-Cap Growth Equity No Yes 0.76
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