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 Thematica AT2 USD Global Flex-Cap Equity No No 1.13
Dimensional Global Core Equity III Fund SGD Accumulating Global Small/Mid-Cap Equity No No 0.30
T. Rowe Price Funds SICAV - Global Structured Research Equity Fund Q9 Global Large-Cap Blend Equity No No 0.27
PineBridge Global Funds - Global Focus Equity Fund A5HDC Global Large-Cap Blend Equity No Yes 1.94
Signature CIO Conservative Fund AC HGD MD CHF Dis Other Bond No 1.37
Signature CIO Conservative Fund AA HGD MD AUD Dis Other Bond No 1.27
Signature CIO Growth Fund AG HGD MD GBP Inc GBP Allocation 60-80% Equity No No 1.34
Signature CIO Growth Fund AA HGD MD AUD Inc Other Allocation No No 1.40
Pzena Global Value Fund Class F EUR Accumulation Global Large-Cap Value Equity No No 0.55
Pzena Global Value Fund Class A EUR Distributing Global Large-Cap Value Equity No No 0.70
Pzena Global Value Fund Class F USD Accumulation Global Large-Cap Value Equity No No 0.55
Pzena Global Value Fund Class A USD Accumulation Global Large-Cap Value Equity No No 0.70
LGT PB Funds SICAV - LGT PB Short Duration Investment Grade Bond Fund USD A Acc USD Diversified Bond - Short Term No No 0.71
Allianz Global Investors Fund - Allianz European Equity Div AMgi(H2-JPY) Other Equity No No 1.85
Capital Group Emerging Markets Local Currency Debt Fund (LUX) P CHF Global Emerging Markets Bond - Local Currency No No 0.80
Signature CIO Growth Fund SC Invest HK (C) HKD Acc USD Aggressive Allocation No No 1.36
Signature CIO Conservative Fund SC Invest HK (C) HKD Acc USD Flexible Bond No 1.13
Signature CIO Conservative Fund SC Invest HK MD (D) HKD Inc USD Flexible Bond No 1.13
Signature CIO Growth Fund SC Invest HK MD (D) HKD Inc USD Aggressive Allocation No No 1.36
Signature CIO Growth Fund SC Invest S (C) SGD Acc USD Aggressive Allocation No No 1.42
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