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
BNY Mellon Global Dynamic Bond Fund USD W Acc Global Flexible Bond No 0.71
HSBC Portfolios - World Selection 1 AM USD Cautious Allocation No 1.24
Allianz Global Investors Fund - Allianz Best Styles Global Equity A EUR Global Large-Cap Blend Equity No No 1.35
HSBC Portfolios - World Selection 1 AMHEUR EUR Cautious Allocation - Global No 1.35
Fidelity Funds - World Fund A-Acc-USD Global Large-Cap Blend Equity No No 1.89
Allianz Emerging Markets Short Duration Bond CT (H2 EUR) Global Emerging Markets Bond - EUR Hedged No No 1.44
HSBC Portfolios - World Selection 3 AMHSGD Other Allocation No No 1.56
HSBC Portfolios - World Selection 3 AMHAUD Other Allocation No No 1.56
Fidelity Funds - World Fund Y-Acc-USD Global Large-Cap Blend Equity No No 1.04
BlackRock Global Funds - Fixed Income Global Opportunities Fund D4 EUR Global Flexible Bond - USD Hedged No 0.72
Allianz Global Investors Fund - Allianz Europe Equity Growth I USD Europe Large-Cap Growth Equity No Yes 0.97
Fidelity Funds - Global Multi Asset Income Fund A-MINCOME(G)-SGD USD Moderate Allocation No No 1.74
Pzena Global Value Fund A GBP Acc Global Large-Cap Value Equity No No 0.70
PIMCO GIS Capital Securities Fund Institutional EUR (Hedged) Income II Other Bond No Yes 0.80
Allianz Emerging Markets Short Duration Bond AT (H2-EUR) Global Emerging Markets Bond - EUR Hedged No No 1.04
FTGF Brandywine Global Fixed Income Fund Class A AUD Distributing (M) (Hedged) Plus Other Bond No 1.54
Nikko AM Shenton Singapore Dividend Equity Fund - JPY Class Singapore Equity No No 0.55
Janus Henderson Capital Funds plc - Global Short Duration Income Opportunities Fund Class A2 USD Global Flexible Bond No 1.06
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond W USD Asia High Yield Bond No No 0.59
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond I (H2-EUR) Other Bond No No 0.83
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