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
Fidelity Funds - Global Multi Asset Income Fund A-MCDIST(G)-SGD (SGD/USD hedged) Other Allocation No No 1.75
CT (Lux) - Global Technology Class ZU (Accumulation Shares) EUR Sector Equity Technology No Yes 1.00
HSBC Portfolios - World Selection 3 AMFLX USD Moderate Allocation No No 1.44
BlackRock Global Funds - Asian High Yield Bond Fund A8 CNH Hedged Other Bond No No 1.21
Dimensional World Allocation 60/40 Fund EUR Distributing EUR Moderate Allocation - Global No No 0.30
United Global Innovation Fund - Class A SGD Acc (Hedged) Other Equity No Yes 2.49
United Global Innovation Fund - Class A USD Acc Global Large-Cap Growth Equity No Yes 2.49
Schroder International Selection Fund Global Target Return A Distribution USD MV USD Flexible Allocation No No 1.59
Capital Group Capital Income Builder (LUX) A4 USD Aggressive Allocation No No 0.59
BlackRock Global Funds - Asian Growth Leaders Fund D2 GBP Asia ex-Japan Equity No Yes 1.06
Capital Group Global Intermediate Bond Fund (LUX) A4 Global Diversified Bond - USD Hedged No No 0.40
Capital Group Global Allocation Fund (LUX) A4 USD Moderate Allocation No No 0.60
Allianz Pet and Animal Wellbeing A EUR Other Equity No Yes 2.10
Allianz Pet and Animal Wellbeing A H2 EUR Other Equity No Yes 2.10
Allianz Pet and Animal Wellbeing P10 USD Other Equity No Yes 0.78
Allianz Pet and Animal Wellbeing P10 H2 EUR Other Equity No Yes 0.78
Allianz Pet and Animal Wellbeing AT H2 EUR Other Equity No Yes 2.10
Allianz Pet and Animal Wellbeing RT EUR Other Equity No Yes 1.23
Allianz Pet and Animal Wellbeing AT EUR Other Equity No Yes 2.10
Allianz Global Investors Fund - Allianz Thematica AT USD Global Flex-Cap Equity No No 1.95
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