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
Pictet - Positive Change - HI CHF Other Equity Yes No 0.94
Pictet - Positive Change - HE CHF Other Equity Yes No 0.60
Dimensional Funds Global Sustainability Short Fixed Income Fund USD Accumulation Other Bond Yes 0.30
Dimensional Funds Global Sustainability Short Fixed Income Fund USD Distributing Other Bond Yes 0.30
Allianz Global Investors Fund - Allianz Global Water P USD Sector Equity Water Yes Yes 1.33
Goldman Sachs Global Enhanced Index Sustainable Equity - P Cap SGD Global Large-Cap Blend Equity Yes Yes 0.55
Fidelity Funds - Sustainable Consumer Brands Fund A-Acc-SGD Sector Equity Consumer Goods & Services Yes Yes 1.91
AB SICAV I-Sustainable Global Thematic Portfolio A EUR Acc Global Large-Cap Growth Equity Yes Yes 1.90
AB SICAV I-Sustainable Global Thematic Portfolio A SGD Acc Global Large-Cap Growth Equity Yes Yes 1.90
AB SICAV I-Sustainable Global Thematic Portfolio AX EUR Acc Global Large-Cap Growth Equity Yes Yes 1.90
AB SICAV I-Sustainable Global Thematic Portfolio AX SGD Acc Global Large-Cap Growth Equity Yes Yes 1.90
AB SICAV I-Sustainable Global Thematic Portfolio BX EUR Acc Global Large-Cap Growth Equity Yes Yes 2.90
AB SICAV I-Sustainable Global Thematic Portfolio BX SGD Acc Global Large-Cap Growth Equity Yes Yes 2.90
AB SICAV I-Sustainable Global Thematic Portfolio CX EUR Acc Global Large-Cap Growth Equity Yes Yes 2.35
AB SICAV I-Sustainable Global Thematic Portfolio I EUR Acc Global Large-Cap Growth Equity Yes Yes 1.10
AB SICAV I-Sustainable Global Thematic Portfolio IX EUR Acc Global Large-Cap Growth Equity Yes Yes 1.10
AB SICAV I-Sustainable Global Thematic Portfolio IX SGD Acc Global Large-Cap Growth Equity Yes Yes 1.10
Wellington Sustainable Outcomes Fund HKD A AccU Global Large-Cap Growth Equity Yes No 1.84
Wellington Sustainable Outcomes FundSGD A AccH Other Equity Yes No 1.84
Wellington Sustainable Outcomes Fund USD A AccU Global Large-Cap Growth Equity Yes No 1.84
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