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
Magna Umbrella plc - Fiera Atlas Global Companies F (FC) GBP Inc Global Large-Cap Growth Equity No Yes 0.76
T. Rowe Price Funds SICAV - US Smaller Companies Equity Fund A SGD Acc US Small-Cap Equity No No 1.77
UBS (Lux) Key Selection SICAV - European Growth and Income (EUR) (JPY hedged) P-6%-mdist Other Allocation No No 1.80
UBS (Lux) Key Selection SICAV - European Growth and Income (EUR) (CHF hedged) P-6%-mdist CHF Moderate Allocation No No 1.80
Allianz India Equity A (EUR) India Equity No No 2.30
Magna Umbrella plc - Fiera Atlas Global Companies F GBP Acc Global Large-Cap Growth Equity No Yes 0.76
BlackRock Global Funds - Continental European Flexible Fund I4 GBP Hedged Other Equity No Yes 0.80
Schroder International Selection Fund Emerging Markets A Accumulation SGD Global Emerging Markets Equity No Yes 1.89
Nordea 1 - Global Real Estate Fund HB SGD Property - Indirect Other No Yes 1.85
Nordea 1 - Global Real Estate Fund HM SGD Property - Indirect Other No Yes 1.85
Allianz Global Investors Fund - Allianz China Equity AT3 (EUR) China Equity No Yes 2.14
Allianz Global Investors Fund - Allianz All China Equity AT3 (H2-EUR) Other Equity No Yes 2.17
Wellington Global Quality Growth Fund USD A Acc Unhedged Global Large-Cap Growth Equity No Yes 0.00
Wellington Global Quality Growth Fund HKD A Acc Hedged Other Equity No Yes 0.00
Wellington Global Quality Growth Fund SGD A Acc Hedged Other Equity No Yes 0.00
PIMCO GIS Income Fund E Class HUF (Hedged) Accumulation Other Bond No Yes 1.45
Invesco Funds - Invesco Global Founders & Owners Fund Z (EUR Hedged) Accumulation EUR Other Equity No No 0.97
Invesco Funds - Invesco Global Founders & Owners Fund Z Accumulation EUR Global Large-Cap Growth Equity No No 0.97
GMO Quality Investment Fund Class FH EUR Acc Other Equity No Yes 0.44
GMO Quality Investment Fund Class F EUR Acc US Large-Cap Blend Equity No Yes 0.44
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