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
Janus Henderson Horizon Global Property Equities Fund A3q USD Property - Indirect Global No Yes 1.96
Ninety One Global Strategy Fund - All China Equity Fund A Acc HKD China Equity No Yes 2.00
Allianz Global Investors Fund - Allianz All China Equity WT USD China Equity No Yes 0.94
Allianz Global Investors Fund - Allianz All China Equity AT USD China Equity No Yes 2.30
UBS (Lux) Key Selection SICAV - European Growth and Income (EUR) (USD hedged) P-6%-mdist USD Moderate Allocation No No 1.84
UBS (Lux) Key Selection SICAV - European Growth and Income (EUR) (HKD hedged) P-6%-mdist Other Allocation No No 1.84
Ninety One Global Strategy Fund - All China Bond Fund A Inc-3 HKD RMB Bond - Onshore No Yes 1.80
Ninety One Global Strategy Fund - All China Bond Fund A Inc-3 USD RMB Bond - Onshore No Yes 1.50
PIMCO GIS Income Fund Institutional AUD (Hedged) Accumulation Other Bond No Yes 0.55
Neuberger Berman US Small Cap Fund USD A Distributing Class US Small-Cap Equity No No 1.81
CUAM China-Hong Kong Strategy Fund A USD China Equity No Yes 1.45
CUAM China-Hong Kong Strategy Fund A RMB China Equity No Yes 1.45
Thornburg Equity Income Builder Fund Class A USD Distributing (Unhedged) USD Aggressive Allocation No No 1.75
Thornburg Equity Income Builder Fund Class I USD Distributing (Unhedged) USD Aggressive Allocation No No 0.80
MFS Meridian Funds - Global Equity Fund W1 EUR Global Large-Cap Blend Equity No Yes 1.17
BlackRock Global Funds - World Healthscience Fund D4 USD Sector Equity Healthcare No Yes 1.06
Ninety One Global Strategy Fund - All China Equity Fund A Acc EUR Hedged(Reference) Other Equity No Yes 2.10
PIMCO GIS Global Bond Fund Institutional GBP (Currency Exposure) Accumulation Global Diversified Bond - USD Hedged No Yes 0.49
PIMCO GIS Income Fund H Institutional Accumulation Global Flexible Bond - USD Hedged No Yes 0.72
PIMCO GIS Total Return Bond Fund H Institutional Income USD Diversified Bond No Yes 0.67
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