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
AXA World Funds - Global Real Estate F Capitalisation USD Property - Indirect Global No Yes 1.16
ChinaAMC China Opportunities Fund A EUR China Equity No Yes 3.68
BlackRock Global Funds - Euro-Markets Fund A2 CHF Hedged Other Equity No Yes 1.81
AB FCP I - Short Duration Bond Portfolio AT CAD H Other Bond No No 1.16
AXA World Funds - Global Real Estate A Capitalisation USD Property - Indirect Global No Yes 2.01
Allianz Global Investors Fund - Allianz Global Metals and Mining IT EUR Sector Equity Natural Resources No No 0.96
BlackRock Global Funds - US Basic Value Fund A2 SGD Hedged Other Equity No No 1.80
Barings Emerging Markets Umbrella Fund - Barings Global Emerging Markets Fund Class I EUR Acc Global Emerging Markets Equity No Yes 1.00
PIMCO GIS Balanced Income and Growth Fund E Class USD Income USD Moderate Allocation No Yes 2.15
MFS Meridian Funds - Global Equity Fund WH1 GBP Other Equity No Yes 1.21
Allianz Global Investors Fund - Allianz Global Metals and Mining AT EUR Sector Equity Natural Resources No No 1.84
BlackRock Global Funds - Continental European Flexible Fund A4 EUR Europe ex-UK Equity No Yes 1.81
Amundi Funds - Cash USD A2 USD (C) USD Money Market No 0.46
Allianz Global Investors Fund - Allianz Hong Kong Equity AT HKD Hong Kong Equity No Yes 2.11
HSBC Global Investment Funds - Asia Pacific ex Japan Equity High Dividend AM2 Asia-Pacific ex-Japan Equity Income No No 1.84
Amundi Funds - Cash USD I2 USD AD (D) USD Money Market No 0.23
Matthews Asia Funds - India Fund A USD Acc India Equity No No 1.80
Eastspring Investments - China Equity Fund - AH China Equity No Yes 2.13
Matthews Asia Funds - India Fund I USD Acc India Equity No No 1.00
Amundi Funds - Cash USD A2 USD AD (D) USD Money Market No 0.46
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