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
Dimensional World Allocation 20/80 Fund USD Accumulation USD Cautious Allocation No No 0.30
Dimensional World Allocation 20/80 Fund EUR Accumulation EUR Cautious Allocation - Global No No 0.30
Allianz Global Investors Fund - Allianz Europe Income and Growth AM EUR EUR Flexible Allocation No No 1.55
Fidelity Funds - China Focus Fund Y-DIST-SGD China Equity No No 1.06
BlackRock Global Funds - Fixed Income Global Opportunities Fund D4 GBP Hedged Global Flexible Bond - GBP Hedged No 0.70
Franklin Global Multi-Asset Income Fund W(Ydis)EUR EUR Moderate Allocation - Global No No 0.85
Franklin Diversified Balanced Fund W(Ydis)EUR EUR Moderate Allocation - Global No Yes 0.91
PIMCO GIS Income Fund Administrative EUR (Hedged) Accumulation Global Flexible Bond - EUR Hedged No Yes 1.05
Allianz Global Investors Fund - Allianz Europe Income and Growth AM (H2-USD) USD Flexible Allocation No No 1.55
BNP Paribas Flexi I US Mortgage IH EUR Capitalisation Other Bond No Yes 0.48
Janus Henderson Horizon Euroland Fund A2 HSGD Other Equity No No 1.94
PIMCO GIS Global Real Return Fund Institutional CHF (Hedged) Income Other Bond No Yes 0.49
Schroder International Selection Fund EURO Equity A Accumulation SGD Hedged Other Equity No Yes 1.86
Goldman Sachs Eurozone Equity Income - R Cap EUR Eurozone Large-Cap Equity No No 1.05
Goldman Sachs Eurozone Equity Income - R Cap CHF (hedged i) Other Equity No No 1.07
PIMCO GIS Income Fund Institutional CHF (Hedged) Income Global Flexible Bond - CHF Hedged No Yes 0.55
Allianz Global Investors Fund - Allianz Global Opportunistic Bond A Global Flexible Bond No 1.19
PIMCO GIS Income Fund Institutional HKD (Unhedged) Income Global Flexible Bond - USD Hedged No Yes 0.55
Natixis International Funds (Lux) I - Ostrum Short Term Global High Income Fund R/A (USD) Global High Yield Bond No 1.44
FTGF Brandywine Global Fixed Income Fund Class A SGD Accumulating Global Government Bond - USD Hedged No 1.49
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