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
Wellington Asia Quality Income Fund USD A M4 DisU Asia ex-Japan Equity No Yes 1.99
Wellington Asia Quality Income Fund HKD A M4 DisU Asia ex-Japan Equity No Yes 1.99
Wellington Asia Quality Income Fund SGD A M4 DisU Asia ex-Japan Equity No Yes 1.99
Allianz Pet and Animal Wellbeing PT2 GBP Other Equity No Yes 0.98
United CIO Growth Fund - Class A USD Acc USD Aggressive Allocation No No 1.93
PIMCO GIS Low Duration Global Investment Grade Credit Fund Institutional SEK (Hedged) Accumulation Other Bond No No 0.50
Fidelity Funds - Asia Pacific Dividend Fund A-MCDIST(G)-SGD (SGD/USD hedged) Other Equity No Yes 1.95
Fidelity Funds - Asia Pacific Dividend Fund A-MCDIST(G)-USD Asia-Pacific ex-Japan Equity Income No Yes 1.95
Capital Group Global Corporate Bond Fund (LUX) Bh-GBP Global Corporate Bond - GBP Hedged No No 1.17
Capital Group Global Corporate Bond Fund (LUX) Bdh-GBP Global Corporate Bond - GBP Hedged No No 1.17
Capital Group Global Corporate Bond Fund (LUX) Bd Global Corporate Bond - USD Hedged No No 1.11
Goldman Sachs Japan Equity Portfolio Other Currency Acc SGD Snap Japan Large-Cap Equity No No 1.70
Goldman Sachs Japan Equity Portfolio Other Currency Acc SGD Hedged Snap Other Equity No No 1.70
Wellington Credit Income Fund JPY A M4 DisH Other Bond No 1.41
Wellington Multi-Asset High Income Fund - JPY A M4 DisH Other Allocation No No 1.79
Disruptive Technology Capital Guarantee 100 Classic Capitalisation Guaranteed Funds No Yes 1.49
Disruptive Technology Capital Guarantee 100 Privilege Capitalisation Guaranteed Funds No Yes 0.99
Ninety One Global Strategy Fund - Global Credit Income Fund C Inc-2 USD Global Flexible Bond - USD Hedged No 2.10
Ninety One Global Strategy Fund - Global Credit Income Fund A Acc GBP Hedged (Reference) Global Flexible Bond - GBP Hedged No 1.56
Ninety One Global Strategy Fund - Global Credit Income Fund C Inc-2 AUD Hedged (IRD) Other Bond No 2.30
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