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 - Sustainable Global Equity Fund Y-ACC-USD Global Large-Cap Growth Equity Yes No 1.10
Pictet - Global Sustainable Credit P dm HKD Global Corporate Bond - USD Hedged Yes No 1.00
Pictet - Global Sustainable Credit P dm USD Global Corporate Bond - USD Hedged Yes No 1.00
PIMCO GIS ESG Income Fund Institutional NOK Hedged Acc Other Bond Yes 0.59
Pictet-Global Megatrend Selection D USD Global Flex-Cap Equity Yes Yes 1.01
Pictet - Global Thematic Opportunities-D USD Global Large-Cap Blend Equity Yes Yes 1.00
Stewart Investors Indian Subcontinent All Cap Fund III USD Acc India Equity Yes No 1.05
Stewart Investors Indian Subcontinent All Cap Fund I EUR Acc India Equity Yes No 1.80
BNY Mellon Responsible Horizons EM Debt Impact Fund W USD Acc Global Emerging Markets Corporate Bond Yes Yes 0.63
BNY Mellon Responsible Horizons EM Debt Impact Fund W USD Inc Global Emerging Markets Corporate Bond Yes Yes 0.63
Stewart Investors Global Emerging Markets All Cap Fund Class I (Accumulation) USD Global Emerging Markets Equity Yes Yes 1.75
Allianz Global Investors Fund - Allianz Dynamic Multi Asset Strategy SRI 50 AQ (H2-USD) USD Moderate Allocation Yes Yes 1.78
Pictet Water D USD Sector Equity Water Yes Yes 1.00
Fidelity Funds - Asia Equity ESG Fund A-MCDIST(G)-SGD/USD Hedged Other Equity Yes Yes 1.93
M&G (Lux) Sustainable Allocation Fund SGD A-H M Inc Other Allocation Yes Yes 1.82
M&G (Lux) Positive Impact Fund USD A M Inc Global Flex-Cap Equity Yes Yes 1.98
M&G (Lux) Positive Impact Fund SGD A-H M Inc Other Equity Yes Yes 2.01
M&G (Lux) Positive Impact Fund SGD A-H Acc Other Equity Yes Yes 2.00
M&G (Lux) Sustainable Allocation Fund USD A-H M Inc USD Moderate Allocation Yes Yes 1.82
M&G (Lux) Global Themes Fund A-H SGD Acc Other Equity Yes No 2.09
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