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	Low Carbon Designation	Representative Cost
Lazard Global Equity Franchise Fund C Dist USD	Global Flex-Cap Equity	No	No	0.80
Allianz Global Investors Fund - Allianz Multi Asset Long / Short AT USD	Systematic Trend USD	No	Yes	1.80
Allianz Global Investors Fund - Allianz Multi Asset Long / Short CT USD	Systematic Trend USD	No	Yes	2.30
Pictet-Premium Brands D USD	Sector Equity Consumer Goods & Services	No	Yes	1.01
Pictet-Security HP RMB	Global Flex-Cap Equity	No	Yes	2.05
Aviva Investors Global Equity Income A EUR Acc	Global Equity Income	No	No	1.60
Aviva Investors Global Equity Income Aq EUR Inc	Global Equity Income	No	No	1.60
M&G (Lux) North American Dividend Fund USD A M Inc	US Equity Income	No	No	1.83
M&G (Lux) North American Dividend Fund SGD A-H M Inc	Other Equity	No	No	1.85
M&G (Lux) North American Dividend Fund SGD A-H Acc	Other Equity	No	No	1.85
United SGD Money Market Fund - Class D SGD Acc	Money Market - Other	No	Yes	0.39
Lazard Global Equity Franchise Fund C Acc CHF Hedged	Other Equity	No	No	0.80
Lazard Global Equity Franchise Fund C Acc CHF	Global Flex-Cap Equity	No	No	0.80
Pictet TR - Corto Europe J EUR	Long/Short Equity - Europe	No	—	1.06
Allianz Global Investors Fund - Allianz Target Maturity Euro Bond II Allianz Rendite Plus II P(EUR)	Fixed Term Bond	No	No	0.51
Allianz Global Investors Fund - Allianz Target Maturity Euro Bond II CT (EUR)	Fixed Term Bond	No	No	1.25
Allianz Global Investors Fund - Allianz Target Maturity Euro Bond II Allianz Rendite Plus II A(EUR)	Fixed Term Bond	No	No	0.90
PIMCO GIS Low Duration Income Fund Institutional CHF (Hedged) Accumulation	Other Bond	No	—	0.60
Fidelity Funds - Global Dividend Fund Y-MCDIST(G)-SGD (SGD/USD hedged)	Other Equity	No	No	1.04
Fidelity Funds - Global Dividend Fund Y-MCDIST(G)-USD	Global Equity Income	No	No	1.04
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