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
Goldman Sachs Emerging Markets Corporate Bond Portfolio Base USD MDist Global Emerging Markets Corporate Bond No No 1.40
Goldman Sachs Emerging Markets Corporate Bond Portfolio Base USD Stable MDis Global Emerging Markets Corporate Bond No No 1.40
Allianz Global Investors Fund - Allianz Global Artificial Intelligence PT (H2-GBP) Other Equity No Yes 1.13
Allianz Global Investors Fund - Allianz Global Artificial Intelligence AT (H2-EUR) Other Equity No Yes 2.10
Allianz Global Investors Fund - Allianz Global Artificial Intelligence AT USD Sector Equity Technology No Yes 2.10
abrdn SICAV I - Diversified Income Fund A Acc USD USD Cautious Allocation No 1.50
Pzena Global Value Fund Class A EUR Accumulation Global Large-Cap Value Equity No No 0.70
Capital Group New World Fund (LUX) Zh-EUR Other Equity No Yes 1.10
Franklin U.S. Opportunities Fund W(Acc)EUR-H1 Other Equity No Yes 0.90
Allianz Global Investors Fund - Allianz Global Artificial Intelligence PT (H2-CHF) Other Equity No Yes 1.13
Allianz Global Investors Fund - Allianz Global Artificial Intelligence PT GBP Sector Equity Technology No Yes 1.13
Allianz Global Investors Fund - Allianz Global Artificial Intelligence RT EUR Sector Equity Technology No Yes 1.23
Templeton Euroland Fund W (Acc) EUR Eurozone Large-Cap Equity No No 0.90
Templeton Asian Smaller Companies Fund I Ydis USD Asia ex-Japan Small/Mid-Cap Equity No Yes 1.18
Allianz Global Investors Fund - Allianz Global Artificial Intelligence IT (H2-EUR) Other Equity No Yes 1.09
Allianz Global Investors Fund - Allianz Global Artificial Intelligence IT EUR Sector Equity Technology No Yes 1.09
Allianz Global Investors Fund - Allianz Global Artificial Intelligence AT EUR Sector Equity Technology No Yes 2.10
Dimensional Global Short-Term Investment Grade Fixed Income Fund SGD Accumulation (Hedged) Other Bond No No 0.30
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond IT USD Asia High Yield Bond No 0.83
Pictet-CHF Bonds J dy CHF CHF Bond No Yes 0.31
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