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
BlackRock Global Funds - Systematic Global Equity High Income Fund D 6 USD Inc Global Equity Income No Yes 0.92
Pictet - Absolute Return Fixed Income HI ds JPY Other Bond No 0.60
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 1.46
AB - American Income Portfolio A2 HKD Acc USD Flexible Bond No 1.33
AB - American Income Portfolio AA HKD Inc USD Flexible Bond No 1.33
AB - American Income Portfolio AT HKD Inc USD Flexible Bond No 1.33
AB - American Income Portfolio AT SGD Inc USD Flexible Bond No 1.33
AB All Market Income A2X EUR Acc USD Moderate Allocation No No 1.46
AB All Market Income AX EUR Inc USD Moderate Allocation No No 1.46
AB - American Income Portfolio A EUR Inc USD Flexible Bond No 1.33
AB - American Income Portfolio A2 EUR Acc USD Flexible Bond No 1.33
AB - American Income Portfolio AT EUR Inc USD Flexible Bond No 1.33
AB - American Income Portfolio C EUR Inc USD Flexible Bond No 1.78
AB - American Income Portfolio C2 EUR Acc USD Flexible Bond No 1.78
AB - American Income Portfolio I EUR Inc USD Flexible Bond No 0.78
AB - American Income Portfolio I2 EUR Acc USD Flexible Bond No 0.78
AB - Asia Ex-Japan Equity Portfolio A EUR Acc Asia ex-Japan Equity No No 2.05
AB - Asia Ex-Japan Equity Portfolio I EUR Acc Asia ex-Japan Equity No No 1.25
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