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
FF - Global Dividend Plus Fund Y-DIST-USD Global Equity Income No Yes 1.09
U Access (IRL) Shannon River UCITS N USD Long/Short Equity - Other No 3.31
FF - Global Dividend Plus Fund A-GDIST-EUR Global Equity Income No Yes 1.95
FF - Global Dividend Plus Fund A-MINCOME(G)-HKD Global Equity Income No Yes 1.95
FF - Global Dividend Plus Fund A-MINCOME(G)-SGD Global Equity Income No Yes 1.95
FF - Global Dividend Plus Fund A-Acc-USD Global Equity Income No Yes 1.95
FF - Global Dividend Plus Fund Y-GDIST-EUR Global Equity Income No Yes 1.10
Pictet-Premium Brands HR AUD Other Equity No Yes 2.75
Pictet-Premium Brands HR dm ZAR Other Equity No Yes 2.75
UTI India Dynamic Equity SGD Retail India Equity No Yes 1.91
Fidelity Funds - Global Dividend Fund A-MCDIST(G)-SGD (SGD/USD hedged) Other Equity No No 1.89
FF - Global Dividend Plus Fund Y-QDIST-USD Global Equity Income No Yes 1.10
FF - Global Dividend Plus Fund A-MCDIST(G)-USD Global Equity Income No Yes 1.95
FF - Global Dividend Plus Fund A-MINCOME(G)-USD Global Equity Income No Yes 1.95
Goldman Sachs Japan Equity Partners Portfolio Other Currency Shares Acc USD-Hedged (Snap) Other Equity No Yes 1.65
PIMCO GIS Low Duration Income Fund Institutional EUR (Hedged) Income Other Bond No Yes 0.55
PIMCO GIS Low Duration Income Fund H Institutional USD Income USD Diversified Bond - Short Term No Yes 0.72
Goldman Sachs Global Future Health Care Equity Portfolio Other Currency Shares SGD Acc Sector Equity Healthcare No Yes 1.77
BlackRock Strategic Funds - Global Real Asset Securities Fund A2 EUR Hedged Other Equity No No 1.54
AB - US Small and Mid-Cap Portfolio A EUR US Small-Cap Equity No No 1.94
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