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
Natixis International Funds (Lux) I - Ossiam Shiller Barclays CAPE® US Fund R/A (SGD) US Large-Cap Blend Equity No Yes 1.50
United Asia Fund - Class T SGD Acc Asia ex-Japan Equity No No 0.00
Allianz Global Investors Fund - Allianz Global Income AMgi H2 SGD Other Allocation No No 1.55
JPMorgan Investment Funds - Global High Yield Bond Fund A (acc) - SGD (hedged) Other Bond No 1.15
Capital Group Global High Income Opportunities (LUX) ZL SGD Global Flexible Bond No 0.60
Capital Group Investment Company of America (LUX) ZL SGD US Large-Cap Blend Equity No Yes 0.70
Capital Group Multi-Sector Income Fund (LUX) ZL SGD USD Flexible Bond No 0.50
Fidelity Funds - Japan Value Fund A-MCDIST(G)-JPY Japan Large-Cap Equity No No 1.92
Fidelity Funds - Japan Value Fund A-MCDIST(G)-USD(H) Other Equity No No 1.92
Allianz Global Investors Fund - Allianz Global Income BMf9 USD USD Moderate Allocation No No 2.55
Allianz Global Investors Fund - Allianz Global Income AMgi H2 CNH Other Allocation No No 1.55
Allianz Global Investors Fund - Allianz Global Income AMgi H2 EUR EUR Moderate Allocation - Global No No 1.55
Allianz Global Investors Fund - Allianz Global Income AMg HKD USD Moderate Allocation No No 1.55
Allianz Global Investors Fund - Allianz Global Income AMgi H2 JPY Other Allocation No No 1.55
Allianz Global Investors Fund - Allianz GEM Equity High Dividend AMg6 EUR Global Emerging Markets Equity No No 2.30
Schroder International Selection Fund Dynamic Income A Distribution USD MF2 USD Moderate Allocation No No 1.55
Schroder International Selection Fund Dynamic Income C Distribution USD USD Moderate Allocation No No 0.95
Capital Group Multi-Sector Income Fund (LUX) Pdh-GBP Other Bond No 0.60
Signature CIO Balanced Fund AS HGD MD D SGD Inc Other Allocation No No 1.47
Signature CIO Income Fund AA HGD MD D AUD Inc Other Allocation No No 1.66
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