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 M Retail RMB (Hedged) Income II Other Allocation No Yes 1.60
PIMCO GIS Balanced Income and Growth Fund M Retaill GBP (Hedged) Income II GBP Allocation 40-60% Equity No Yes 1.60
PIMCO GIS Balanced Income and Growth Fund M Retail EUR (Hedged) Income II EUR Moderate Allocation - Global No Yes 1.60
PIMCO GIS Balanced Income and Growth Fund M Retail JPY (Hedged) Income II Other Allocation No Yes 1.60
PIMCO GIS Balanced Income and Growth Fund M Retaill AUD (Hedged) Income II Other Allocation No Yes 1.60
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 Inc Other 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 Yes 1.60
Nordea 1 - European Financial Debt Fund HB SGD Other Bond No Yes 1.25
Nordea 1 - European Fincl Dbt HM SGD Other Bond No Yes 1.25
Pictet-USD Short Mid-Term Bonds B dm USD USD Diversified Bond - Short Term No 1.66
Pictet - Robotics B USD Sector Equity Technology No Yes 3.69
PIMCO GIS Income Fund Administrative AUD (Hedged) Accumulation Other Bond No Yes 1.05
JPMorgan Funds - Japan Equity Fund F (acc) - JPY Japan Large-Cap Growth Equity No No 2.80
Allianz Global Investors Fund - Allianz Cyber Security AT2 SEK Acc Sector Equity Technology No Yes 1.95
Magna Umbrella plc - Fiera Atlas Global Companies F USD Acc Global Large-Cap Growth Equity No Yes 0.76
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 1.71
UBS (Lux) Key Selection SICAV - European Growth and Income (EUR) (CHF hedged) P-6%-mdist CHF Moderate Allocation No No 1.83
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