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 Balanced Income and Growth Fund Administrative SGD (Hedged) Income II Other Allocation No Yes 1.45
PIMCO GIS Balanced Income and Growth Fund Administrative HKD (UnHedged) Income II USD Moderate Allocation No Yes 1.45
BNP Paribas Funds US Growth Classic RH CNH MD Distribution Other Equity No Yes 1.98
BNP Paribas Funds US Growth Classic HKD MD Distribution US Large-Cap Growth Equity No Yes 1.98
BNP Paribas Funds US Growth Classic USD MD Distribution US Large-Cap Growth Equity No Yes 1.98
Fidelity Funds - European Dividend Fund A-MCDIST(G)-JPY (JPY/EUR hedged) Other Equity No No 1.94
Allianz Global Investors Fund - Allianz India Equity W (H-EUR) Other Equity No No 0.94
BNP Paribas Funds US Small Cap U16 USD MD US Small-Cap Equity No No 1.86
BNP Paribas Funds US Small Cap U16 HKD MD US Small-Cap Equity No No 1.86
BNP Paribas Funds US Small Cap U16 RH CNH MD Other Equity No No 1.86
Allianz Global Investors Fund - Allianz All China Equity AT3 (H2-EUR) Other Equity No Yes 1.88
Allianz Global Investors Fund - Allianz China Equity AT3 (EUR) China Equity No Yes 2.14
JPMorgan SAR Hong Kong - Class D (acc) - HKD Hong Kong Equity No Yes 0.00
BlackRock Global Funds - US Basic Value Fund D4 GBP US Large-Cap Value Equity No No 1.06
Wellington Global Quality Growth Fund HKD A Acc Hedged Other Equity No Yes 2.19
Wellington Global Quality Growth Fund USD A Acc Unhedged Global Large-Cap Growth Equity No Yes 2.19
Wellington Global Quality Growth Fund SGD A Acc Hedged Other Equity No Yes 2.19
JPMorgan SAR Hong Kong Fund - Class PRC Hedged Hong Kong Equity No Yes 1.83
JPMorgan SAR Hong Kong Fund - Class PRC Hong Kong Equity No Yes 1.83
T. Rowe Price Funds SICAV - US Large Cap Growth Equity Fund A6p USD US Large-Cap Growth Equity No Yes 1.58
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