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 China A Opportunities PT3 USD China Equity - A Shares No No 1.07
Amundi Index Solutions - Amundi Prime USA AS US Large-Cap Blend Equity No No 0.05
Nikko AM Japan Dividend Equity Fund SGD Class B Japan Flex-Cap Equity No Yes 0.88
LionGlobal Singapore Dividend Equity Fund SGD Class C Singapore Equity No Yes 1.37
Capital Group Euro Bond Fund (LUX) A13 EUR Diversified Bond No No 0.18
Capital Group Euro Bond Fund (LUX) A13h-CHF Other Bond No No 0.24
Wellington Credit Income Fund AUD A M4 DisH Other Bond No 1.41
Wellington Credit Income Fund GBP A M4 DisH Global Flexible Bond - GBP Hedged No 1.41
Wellington US Quality Growth Fund AUD A AccH Other Equity No Yes 1.96
Amundi Index Solutions - Amundi Prime USA AU US Large-Cap Blend Equity No No 0.05
Amundi Index Solutions - Amundi Global Aggregate Bond A12HS-C Other Bond No No 0.10
Amundi Index Solutions - Amundi Global Aggregate Bond A12HU-C Global Diversified Bond - USD Hedged No No 0.10
Neuberger Berman Commodities Fund USD A Accumulating Class Commodities - Broad Basket No 1.56
AB SICAV I - American Multi-Asset Portfolio A USD USD Moderate Allocation No Yes 1.67
AB SICAV I - American Multi-Asset Portfolio A HKD USD Moderate Allocation No Yes 1.67
AB SICAV I - American Multi-Asset Portfolio A AUD H Other Allocation No Yes 1.67
AB SICAV I - American Multi-Asset Portfolio AD HKD USD Moderate Allocation No Yes 1.67
AB SICAV I - American Multi-Asset Portfolio AD USD USD Moderate Allocation No Yes 1.67
AB SICAV I - American Multi-Asset Portfolio AD AUD H Other Allocation No Yes 1.67
AB SICAV I - American Multi-Asset Portfolio AD RMB H Other Allocation No Yes 1.67
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