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 Global Income A H EUR EUR Moderate Allocation - Global No No 1.55
Allianz Global Investors Fund - Allianz Global Income A USD USD Moderate Allocation No No 1.57
Capital Group Global Total Return Bond Fund (LUX) A9 Global Flexible Bond No 0.40
Neuberger Berman US Large Cap Value Fund USD A Accumulating Class US Large-Cap Value Equity No No 1.56
PIMCO GIS Commodity Real Return Fund H Institutional USD Accumulation Commodities - Broad Basket No Yes 0.91
Amundi Funds - Real Assets Target Income A2 SGD Hgd MTI (D) Other Allocation No No 1.89
Amundi Funds - Real Assets Target Income A2 USD MTI D USD Moderate Allocation No No 1.89
Amundi Funds - Real Assets Target Income A2 SGD H C Other Allocation No No 1.89
Natixis International Funds (Dublin) I - Loomis Sayles Multisector Income Fund I/DG (USD) USD Flexible Bond No 0.90
Natixis International Funds (Dublin) I - Loomis Sayles Multisector Income Fund R/DG (USD) USD Flexible Bond No 1.50
JPMorgan Funds - America Equity Fund A (acc) - SGD US Large-Cap Blend Equity No No 1.79
Artemis Funds (Lux) - SmartGARP Global Emerging Markets Equity Class I GBP Global Emerging Markets Equity No No 0.96
Capital Group Global Total Return Bond Fund (LUX) Pdh-GBP Global Flexible Bond - GBP Hedged No 0.60
Capital Group Global Total Return Bond Fund (LUX) Ph-EUR Global Flexible Bond - EUR Hedged No 0.60
BlackRock Global Funds - Systematic Global Equity High Income Fund D 6 USD Inc Global Equity Income No No 0.91
Allianz Global Investors Fund - Allianz Global Equity Insights AT USD Global Large-Cap Blend Equity No No 2.09
Allianz Global Investors Fund - Allianz Global Equity Insights PT USD Global Large-Cap Blend Equity No No 1.30
AB - All Market Income Portfolio AX SGD Inc USD Moderate Allocation No No 1.43
AB - American Income Portfolio A2 HKD Acc USD Flexible Bond No 1.31
AB - American Income Portfolio AA HKD Inc USD Flexible Bond No 1.31
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