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
PIMCO GIS Global Bond Fund W Class GBP (Hedged) Income Global Diversified Bond - GBP Hedged No Yes 0.40
PIMCO GIS Global Bond Fund W Class GBP (Hedged) Accumulation Global Diversified Bond - GBP Hedged No Yes 0.40
PIMCO GIS Global Bond Fund W Class EUR (Hedged) Accumulation Global Diversified Bond - EUR Hedged No Yes 0.40
PIMCO GIS Global Bond Fund W Class CHF (Hedged) Income Global Diversified Bond - CHF Hedged No Yes 0.40
BNY Mellon Efficient U.S. Fallen Angels Beta Fund HKD N Inc USD High Yield Bond No 0.99
BNY Mellon Efficient U.S. Fallen Angels Beta Fund HKD N Acc USD High Yield Bond No 0.99
Invesco Funds - Invesco Global Income Fund A MD1 RMB Hedged Other Allocation No No 1.62
Invesco Funds - Invesco Global Income Fund A MD1 GBP Hedged GBP Allocation 40-60% Equity No No 1.62
Invesco Funds - Invesco Global Income Fund A MD1 HKD Hedged Other Allocation No No 1.62
AB SICAV I - Global Growth Portfolio I USD Capitalisation Global Large-Cap Growth Equity No Yes 0.95
AB SICAV I - Global Growth Portfolio A USD Capitalisation Global Large-Cap Growth Equity No Yes 1.80
Invesco Funds - Invesco Global Income Fund A MD1 EUR EUR Moderate Allocation - Global No No 1.62
JPMorgan Asia Equity High Income Fund (MTH) - RMB (hedged) Other Equity No Yes 1.68
BOCHK China Equity A RMB China Equity No No 1.62
BOCHK China Golden Dragon A RMB China Equity No No 1.68
Allianz Global Investors Fund - Allianz Global Intelligent Cities Income BMf9 USD USD Moderate Allocation No Yes 2.70
JPMorgan Asia Equity High Income Fund (MTH) - CAD (hedged) Other Equity No Yes 1.68
Allianz Global Investors Fund - Allianz Global Opportunistic Bond AMgi (H2-CHF) Global Flexible Bond - CHF Hedged No 1.19
JPMorgan Asia Equity High Income Fund (MTH) - GBP (hedged) Other Equity No Yes 1.68
Allianz Global Investors Fund - Allianz Global Opportunistic Bond AMgi (H2-SGD) Other Bond No 1.19
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