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
Dimensional Global Core Fixed Income Fund USD Acc Global Diversified Bond - USD Hedged No No 0.30
CT (Lux) - American Class 1U (USD Accumulation Shares) US Large-Cap Blend Equity No Yes 1.67
CT (Lux) - Global Equity Income ZU (USD Distribution) Global Equity Income No No 1.05
CT (Lux) - Global Equity Income 1U (USD Accumulation) Global Equity Income No No 1.68
CT (Lux) - Global Equity Income AEC (EUR Distribution) Other Equity No No 1.80
CT (Lux) - Global Equity Income 1UP (USD Distribution) Global Equity Income No No 1.68
CT (Lux) - Global Equity Income AUP (USD Distribution) Global Equity Income No No 1.80
abrdn SICAV I - Diversified Growth Fund A Acc Hedged USD USD Moderate Allocation No 1.55
Nikko AM Global Multi Asset Conservative Fund SGD Class B Other Allocation No No 0.64
Goldman Sachs Global CORE Equity Portfolio Other Currency Acc SGD Hedged Close Other Equity No Yes 1.38
United SGD Plus Fund - Class E USD Dist (Hedged) SGD Bond No No 1.43
M&G (Lux) Emerging Markets Bond Fund USD A M Inc Global Emerging Markets Bond No 1.43
FTGF ClearBridge Infrastructure Value Fund Class A Euro Distributing (M) Plus Sector Equity Infrastructure No No 1.97
Capital Group Emerging Markets Local Currency Debt Fund (LUX) A13 Global Emerging Markets Bond - Local Currency No No 0.35
Schroder International Selection Fund Asian Credit Opportunities A Accumulation SGD Hedged Other Bond No No 1.31
BNY Mellon Mobility Innovation Fund EUR J Acc Hedged Other Equity No Yes 1.53
Lazard Emerging Markets Equity Advantage Fund C Acc GBP Global Emerging Markets Equity No No 0.67
Capital Group Global Corporate Bond Fund (LUX) ZLdh-GBP Global Corporate Bond - GBP Hedged No No 0.52
PIMCO GIS Asia High Yield Bond Fund E Class HKD (Unhedged) Income Asia High Yield Bond No No 1.60
PIMCO GIS Asia High Yield Bond Fund Institutional USD Accumulation Asia High Yield Bond No No 0.67
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