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
Schroder International Selection Fund Dynamic Income A Distribution USD MF USD Moderate Allocation No No 1.55
Schroder International Selection Fund Dynamic Income C Distribution USD QV USD Moderate Allocation No No 0.97
Allspring (Lux) Worldwide Fund - U.S. Short-Term High Yield Bond Fund A SGD Gross Dis Hedged Other Bond No 1.20
Allspring (Lux) Worldwide Fund - U.S. Short-Term High Yield Bond Fund A USD Gross Dis USD High Yield Bond No 1.20
Natixis International Funds (Lux) I - WCM Select Global Growth Equity Fund R/A (SGD) Global Flex-Cap Equity No Yes 1.95
PIMCO GIS Diversified Income Fund W Class GBP (Hedged) Accumulation Global Flexible Bond - GBP Hedged No 0.60
PIMCO GIS Diversified Income Fund W Class EUR (Hedged) Income Global Flexible Bond - EUR Hedged No 0.60
PIMCO GIS Diversified Income Fund W Class GBP (Hedged) Income Global Flexible Bond - GBP Hedged No 0.60
PIMCO GIS Diversified Income Fund W Class USD Income Global Flexible Bond - USD Hedged No 0.60
PIMCO GIS Diversified Income Fund W Class CHF (Hedged) Accumulation Global Flexible Bond - CHF Hedged No 0.60
PIMCO GIS Diversified Income Fund W Class USD Accumulation Global Flexible Bond - USD Hedged No 0.60
PIMCO GIS Diversified Income Fund W Class SGD (Hedged) Income Other Bond No 0.60
United Asia Fund - Class A SGD Dist Asia ex-Japan Equity No No 0.00
Pictet - EUR Income Opportunities - R dm EUR Flexible Bond No No 0.93
Pictet - EUR Income Opportunities - I dy EUR Flexible Bond No No 0.41
Allianz Asia Pacific Income AM USD Asia Allocation No No 1.55
Allianz Asia Pacific Income AMg USD Asia Allocation No No 1.55
Natixis International Funds (Lux) I - Ossiam Shiller Barclays CAPE® US Fund R/A (USD) US Large-Cap Blend Equity No Yes 1.50
Natixis International Funds (Lux) I - Ossiam Shiller Barclays CAPE® US Fund I/A (USD) US Large-Cap Blend Equity No Yes 0.91
Natixis International Funds (Lux) I - Ossiam Shiller Barclays CAPE® US Fund N1/A (USD) US Large-Cap Blend Equity No Yes 0.82
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