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
Wellington Asia Technology Fund SGD A AcH Sector Equity Technology No Yes 2.59
Wellington Asia Technology Fund USD A Ac Sector Equity Technology No Yes 2.59
PIMCO GIS Balanced Income and Growth Fund Administrative EUR (Hedged) Income II EUR Moderate Allocation - Global No Yes 1.45
Artemis Funds (Lux) - US Smaller Companies I GBP Distribution US Small-Cap Equity No No 0.90
Amundi Funds - US Short Term Bond A2 GBP Hedge MTD3 (D) Other Bond No 0.70
PIMCO GIS Balanced Income and Growth Fund Administrative SGD (Hedged) Accumulation Other Allocation No Yes 1.45
Allianz Global Investors Fund - Allianz Cyber Security AT H2 EUR Acc Other Equity No Yes 2.10
William Blair SICAV - US Small-Mid Cap Core Fund Class A USD Acc US Small-Cap Equity No No 1.45
Amundi Funds - US Short Term Bond A2 SGD Hedge MGI (D) Other Bond No 0.70
CPR Invest - Global Disruptive Opportunities A2 USD H Acc Other Equity No Yes 2.15
Allianz Global Investors Fund - Allianz AI Income BMf9 (USD) USD Aggressive Allocation No Yes 2.70
Allianz Global Investors Fund - Allianz AI Income IT (USD) USD Aggressive Allocation No Yes 0.90
Allianz Global Investors Fund - Allianz AI Income AT (USD) USD Aggressive Allocation No Yes 1.70
Allianz Global Investors Fund - Allianz AI Income AMg (USD) USD Aggressive Allocation No Yes 1.70
Allianz Global Investors Fund - Allianz AI Income AMf2 (USD) USD Aggressive Allocation No Yes 1.70
Allianz Global Investors Fund - Allianz AI Income BMg9 (USD) USD Aggressive Allocation No Yes 2.70
Allianz Global Investors Fund - Allianz Cyber Security AMf2 USD Inc Sector Equity Technology No Yes 2.10
Allianz Global Investors Fund - Allianz Cyber Security BMf9 USD Inc Sector Equity Technology No Yes 3.10
Pictet - Robotics J GBP Sector Equity Technology No Yes 0.80
Nikko AM Shenton Short Term Bond Fund - B USD Hedged Class Asia Bond No 0.00
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