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
FTGF ClearBridge US Large Cap Growth Fund Class A Euro Accumulating (Hedged) Other Equity No Yes 1.71
FTGF Western Asset US Core Plus Bond Fund Class A US$ Distributing (M) Plus USD Diversified Bond No 1.28
Franklin Diversified Conservative Fund W(Ydis)EUR EUR Cautious Allocation - Global No No 0.80
PIMCO GIS Income Fund Institutional CAD (Hedged) Accumulation Other Bond No Yes 0.55
JPM Japan Equity A (acc) - SGD (hedged) Other Equity No Yes 1.80
Allspring (Lux) Worldwide Fund - Emerging Markets Equity Income Fund A USD Inc Global Emerging Markets Equity No Yes 1.94
Allianz Global Investors Fund - Allianz Global Opportunistic Bond CT EUR Global Flexible Bond No 1.59
Allspring (Lux) Worldwide Fund - Emerging Markets Equity Income Fund I USD Inc Global Emerging Markets Equity No Yes 1.15
BNP Paribas Flexi I US Mortgage Classic Distribution USD Government Bond No Yes 1.25
BNP Paribas Flexi I US Mortgage Privilege Distribution USD Government Bond No Yes 0.70
BNP Paribas Flexi I US Mortgage I Distribution USD Government Bond No Yes 0.48
Allianz Global Investors Fund - Allianz AI Income AM (USD) USD Aggressive Allocation No Yes 1.85
Fidelity Funds - Global Technology Fund D-Acc-EUR Sector Equity Technology No Yes 2.39
BNP Paribas Funds Asia Ex-Japan Equity Classic RH SGD Capitalisation Other Equity No Yes 1.96
PIMCO GIS Income Fund Administrative AUD (Hedged) Income Other Bond No Yes 1.05
Franklin NextStep Growth Fund W(Mdis)USD USD Aggressive Allocation No No 1.07
BNP Paribas Funds Asia Ex-Japan Equity Classic RH AUD Capitalisation Other Equity No Yes 1.96
Allianz Global Investors Fund - Allianz Europe Income and Growth AMg (H2-AUD) Other Allocation No No 1.55
Allianz Global Investors Fund - Allianz Europe Income and Growth AMg (H2-USD) USD Flexible Allocation No No 1.55
Allianz Global Investors Fund - Allianz Europe Income and Growth AMg (H2-HKD) Other Allocation No No 1.55
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