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
United Global Dividend Balanced Fund USD USD Moderate Allocation No No 2.89
Allianz Global Investors Fund - Allianz Income and Growth AQ (H2-EUR) EUR Moderate Allocation - Global No No 1.55
Allianz Global Investors Fund - Allianz Income and Growth AQ USD USD Moderate Allocation No No 1.55
Allianz Global Investors Fund - Allianz Income and Growth AMg2 USD USD Moderate Allocation No No 1.55
Allianz Global Investors Fund - Allianz Income and Growth AMg2 (H2-SGD) Other Allocation No No 1.55
Magna Umbrella Fund plc - Magna New Frontiers Fund S Inc Global Frontier Markets Equity No 1.41
Allianz Global Investors Fund - Allianz Income and Growth PT USD USD Moderate Allocation No No 0.89
AB - Select US Equity Portfolio A AUD H Acc Other Equity No No 1.97
Eastspring Investments - Global Low Volatility Equity Fund - A Global Large-Cap Blend Equity No No 1.30
Capital Group Global High Income Opportunities (LUX) Zfdmh-SGD Other Bond No 0.90
Capital Group Global High Income Opportunities (LUX) Bfdm Global Flexible Bond No 1.60
Allianz Global Investors Fund - Allianz Income and Growth AMg2 (H2-GBP) GBP Allocation 40-60% Equity No No 1.55
Allianz Global Investors Fund - Allianz Income and Growth AMg2 (H2-AUD) Other Allocation No No 1.55
Allianz Global Investors Fund - Allianz Income and Growth AMg2 (H2-RMB) Other Allocation No No 1.55
Allianz Global Investors Fund - Allianz Income and Growth AMg2 (H2-CAD) Other Allocation No No 1.55
Allianz Global Investors Fund - Allianz Income and Growth CT USD USD Moderate Allocation No No 2.30
Eastspring Investments - Asian Low Volatility Equity Fund - AS Asia-Pacific ex-Japan Equity No No 1.30
Eastspring Investments - Asian Low Volatility Equity Fund - AS (hedged) Other Equity No No 1.30
Allianz Global Investors Fund - Allianz Income and Growth AMg2 HKD USD Moderate Allocation No No 1.55
Capital Group European Growth and Income Fund (LUX) Bgdm Europe Large-Cap Blend Equity No No 1.70
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