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
Schroder International Selection Fund Global Multi-Asset Income A Accumulation SGD Hedged Other Allocation No No 1.60
AB - Global Real Estate Securities Portfolio AD SGD H Inc Property - Indirect Other No Yes 1.85
Fidelity Active Strategy - FAST - Global Fund A-PF-ACC-USD Global Flex-Cap Equity No No 3.93
Schroder International Selection Fund Global Multi-Asset Income A Accumulation SGD USD Cautious Allocation No No 1.57
Fidelity Funds - Global Thematic Opportunities Fund Y-DIST-EUR Global Large-Cap Growth Equity No No 1.05
Fidelity Funds - Global Financial Services Fund Y-DIST-EUR Sector Equity Financial Services No No 1.05
Allianz Global Investors Fund - Allianz European Equity Dividend AM (H2-AUD) Other Equity No No 1.85
Dimensional Global Short-Term Investment Grade Fixed Income Fund USD Distributing Global Corporate Bond - USD Hedged No No 0.25
Dimensional Global Short-Term Investment Grade Fixed Income Fund CHF Distributing Global Corporate Bond - CHF Hedged No No 0.25
Allianz Global Investors Fund - Allianz Europe Equity Growth PT EUR Europe Large-Cap Growth Equity No Yes 1.00
Allianz Global Investors Fund - Allianz European Equity Dividend AM (H2-USD) Other Equity No No 1.85
Fidelity Funds - Global Thematic Opportunities Fund Y-DIST-USD Global Large-Cap Growth Equity No No 1.05
Fullerton Lux Funds Asian Bonds Class I (USD) Acc Asia Bond No No 0.77
Allianz Global Investors Fund - Allianz European Equity Dividend AM (H2-HKD) Other Equity No No 1.85
BlackRock Global Funds - Fixed Income Global Opportunities Fund D2 CHF Hedged Global Flexible Bond - CHF Hedged No 0.72
Fidelity Funds - Global Financial Services Fund A-DIST-USD Sector Equity Financial Services No No 1.90
Dimensional Global Short-Term Investment Grade Fixed Income Fund USD Accumulation Global Corporate Bond - USD Hedged No No 0.25
PIMCO GIS Capital Securities Fund E Class USD Accumulation Other Bond No Yes 1.70
Templeton Asian Smaller Companies Fund W(acc)EUR Asia ex-Japan Small/Mid-Cap Equity No No 1.22
Fidelity Funds - Global Multi Asset Income Fund A-MINCOME(G)-AUD (hedged) Other Allocation No No 1.74
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