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
HSBC Global Investment Funds - Global Short Duration Bond ACHSGD Other Bond No No 0.71
Allianz Global Investors Fund - Allianz Asia Ex China Equity RT (EUR) Asia ex-Japan Equity No Yes 1.44
Fidelity Funds - Germany Fund Y-DIST-EUR Germany Equity No Yes 1.06
United Global Durable Equities Fund - Class USD Acc Global Flex-Cap Equity No No 2.10
BlackRock Strategic Funds - Global Event Driven Fund A2 USD Event Driven No 2.17
Fidelity Funds - Asia Pacific Dividend Fund Y-Acc-USD Asia-Pacific ex-Japan Equity Income No Yes 1.10
Fidelity Funds - Germany Fund Y-Acc-USD (hedged) Other Equity No Yes 1.06
Fidelity Funds - Global Thematic Opportunities Fund A-Acc-SGD Global Large-Cap Growth Equity No No 1.89
United Global Durable Equities Fund - Class USD Dist Global Flex-Cap Equity No No 2.11
Fidelity Funds - Italy Fund Y-DIST-EUR Italy Equity No No 1.08
Fidelity Funds - Global Financial Services Fund A-Acc-USD (hedged) Other Equity No No 1.90
Allianz Global Investors Fund - Allianz European Equity Dividend PT EUR Europe Equity Income No No 1.00
Allianz Global Investors Fund - Allianz Japan Equity AT EUR Japan Large-Cap Blend Equity No No 1.85
Dimensional World Allocation 80/20 Fund GBP Distributing GBP Allocation 60-80% Equity No No 0.40
Dimensional World Allocation 80/20 Fund EUR Accumulation EUR Aggressive Allocation - Global No No 0.40
Dimensional World Allocation 80/20 Fund GBP Accumulation GBP Allocation 60-80% Equity No No 0.40
Allianz Global Investors Fund - Allianz European Equity Dividend A (H2-CZK) Other Equity No No 1.85
Allianz Global Investors Fund - Allianz Japan Equity AT (H-EUR) Other Equity No No 1.85
Dimensional World Allocation 80/20 Fund USD Accumulation USD Aggressive Allocation No No 0.40
BlackRock Global Funds - Asian Dragon Fund D2 EUR Hedged Other Equity No No 1.05
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