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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
Lazard Global Equity Franchise Fund C Acc CHF Global Flex-Cap Equity No No 0.81
United Greater China Fund - Class B USD Acc Greater China Equity No Yes 0.84
PIMCO GIS Low Duration Income Fund Institutional CHF (Hedged) Accumulation Other Bond No Yes 0.60
Fidelity Funds - Global Dividend Fund Y-MCDIST(G)-SGD (SGD/USD hedged) Other Equity No No 1.05
Fidelity Funds - Global Dividend Fund Y-MCDIST(G)-USD Global Equity Income No No 1.05
United Greater China Fund - Class T SGD Acc Greater China Equity No Yes 0.33
Fidelity Funds - Absolute Return Multi Strategy Fund A-Acc-SGD (SGD/USD hedged) Multistrategy Other No No 1.75
Pictet-Security HP CZK Other Equity No Yes 2.09
Pictet-Security HI CZK Other Equity No Yes 1.21
PIMCO GIS Low Duration Income Fund Administrative EUR (Hedged) Accumulation Other Bond No Yes 1.10
CT (Lux) - European Select Class IEP (EUR Distribution Shares) Europe ex-UK Equity No Yes 0.95
Pictet-Japanese Equity Opportunities HP dm USD Other Equity No Yes 1.62
Pictet-Security P HKD Global Flex-Cap Equity No Yes 1.99
BlackRock Global Funds - Emerging Markets Ex-China Fund A2 USD Acc Global Emerging Markets Equity No Yes 1.88
BlackRock Global Funds - Emerging Markets Ex-China Fund A2 Hedged EUR Acc Other Equity No Yes 1.88
Ninety One Global Strategy Fund - American Franchise Fund C Acc USD US Large-Cap Growth Equity No Yes 2.70
BlackRock Global Funds - Emerging Markets Ex-China Fund A4 EUR Inc Global Emerging Markets Equity No Yes 1.88
BlackRock Global Funds - Emerging Markets Ex-China Fund A4 GBP Inc Global Emerging Markets Equity No Yes 1.88
BlackRock Global Funds - Emerging Markets Ex-China Fund D2 Hedged EUR Acc Other Equity No Yes 1.13
BlackRock Global Funds - Emerging Markets Ex-China Fund D2 USD Acc Global Emerging Markets Equity No Yes 1.13
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