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
Ninety One Global Strategy Fund - Global Managed Income Fund A Inc-3 GBP Hedged(Reference) GBP Allocation 20-40% Equity No Yes 1.60
Ninety One Global Strategy Fund - Global Managed Income Fund A Inc-3 EUR Hedged(Reference) EUR Cautious Allocation - Global No Yes 1.60
JPMorgan Asia Equity Dividend C (mth) - USD Asia-Pacific ex-Japan Equity Income No Yes 1.60
Foundation China Equity Fund Class A HKD (Acc) Units China Equity No No 6.19
Foundation China Equity Fund Class A HKD (Dist) Units China Equity No No 6.19
Foundation China Equity Fund Class A USD (Acc) Units China Equity No No 6.19
Allianz Global Investors Fund - Allianz Global Opportunistic Bond AMg H2 EUR Global Flexible Bond - EUR Hedged No 1.19
Allianz Global Investors Fund - Allianz Global Opportunistic Bond AMg H2 GBP Global Flexible Bond - GBP Hedged No 1.19
Allianz Global Investors Fund - Allianz Global Opportunistic Bond AMg H2 SGD Other Bond No 1.19
Allianz Global Investors Fund - Allianz Global Opportunistic Bond AMg H2 AUD Other Bond No 1.19
HSBC Global Funds ICAV - China Government Local Bond UCITS ETF HC HKD RMB Bond - Onshore No No 0.55
PIMCO GIS Income Fund E Class EUR (Hedged) Income II Q Global Flexible Bond - EUR Hedged No Yes 1.45
Amundi Funds - US Equity Research Value A2 USD AD (D) US Large-Cap Value Equity No No 1.93
Amundi Funds - US Equity Research Value A2 USD (C) US Large-Cap Value Equity No No 1.93
PIMCO GIS Income Fund II Institutional USD Accumulation Global Flexible Bond - USD Hedged No Yes 0.55
PIMCO GIS Income Fund II E Class USD Income Global Flexible Bond - USD Hedged No Yes 1.45
PIMCO GIS Income Fund II E Class HKD (Unhedged) Income Global Flexible Bond - USD Hedged No Yes 1.45
PIMCO GIS Income Fund II E Class AUD (Hedged) Income Other Bond No Yes 1.45
Allianz Global Investors Fund - Allianz All China Equity A (USD) China Equity No Yes 2.30
Janus Henderson Horizon Global Property Equities Fund A4m USD Inc Property - Indirect Global No Yes 2.02
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