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
Allianz Global Investors Fund - Allianz Global Floating Rate Notes Plus P (H2-EUR) Other Bond Yes 0.37
Allianz Global Investors Fund - Allianz Global Floating Rate Notes Plus AT (H2-EUR) Other Bond Yes 0.60
Allianz Global Investors Fund - Allianz Global Floating Rate Notes Plus AT USD USD Corporate Bond - Short Term Yes 0.60
Allianz Global Investors Fund - Allianz Global Floating Rate Notes Plus P2 USD USD Corporate Bond - Short Term Yes 0.28
Allianz Global Investors Fund - Allianz Global Sustainability IT EUR Global Large-Cap Blend Equity Yes No 0.96
Allianz Global Investors Fund - Allianz Green Bond IT EUR Global Diversified Bond - EUR Hedged Yes No 0.61
Fidelity Funds - Sustainable Demographics Fund A-Acc-SGD (SGD/USD hedged) Other Equity Yes Yes 1.91
Fidelity Funds - Sustainable Demographics Fund A-Acc-SGD Global Large-Cap Growth Equity Yes Yes 1.91
HSBC Global Investment Funds - Global Lower Carbon Equity AC HKD Global Large-Cap Blend Equity Yes No 1.14
HSBC Global Investment Funds - Global Lower Carbon Equity AC JPY Global Large-Cap Blend Equity Yes No 1.14
HSBC Global Investment Funds - Global Lower Carbon Equity AC GBP Global Large-Cap Blend Equity Yes No 1.14
HSBC Global Investment Funds - Global Lower Carbon Equity AC EUR Global Large-Cap Blend Equity Yes No 1.14
HSBC Global Investment Funds - Global Lower Carbon Equity AC SGD Global Large-Cap Blend Equity Yes No 1.14
HSBC Global Investment Funds - Global Lower Carbon Equity AC CHF Global Large-Cap Blend Equity Yes No 1.14
HSBC Global Investment Funds - Global Lower Carbon Equity AC AUD Global Large-Cap Blend Equity Yes No 1.14
Allianz Global Investors Fund - Allianz Global Floating Rate Notes Plus PQ USD USD Corporate Bond - Short Term Yes 0.35
M&G (Lux) Global Themes Fund USD A Inc Global Large-Cap Blend Equity Yes No 2.10
M&G (Lux) Global Themes Fund EUR A Acc Global Large-Cap Blend Equity Yes No 2.11
M&G (Lux) Global Themes Fund EUR A Inc Global Large-Cap Blend Equity Yes No 2.11
M&G (Lux) Global Themes Fund USD A Acc Global Large-Cap Blend Equity Yes No 2.10
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