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
T. Rowe Price Funds SICAV - US Large Cap Growth Equity Fund A6p USD US Large-Cap Growth Equity No Yes 1.58
Invesco Funds - Invesco Pan European High Income Fund A (JPY Hedged) Monthly distribution-1 JPY Other Allocation No 1.61
Invesco Funds - Invesco Global Income Fund A MD1 NZD Hedged Other Allocation No No 1.62
Invesco Funds - Invesco Global Income Fund A MD1 JPY Hedged Other Allocation No No 1.62
PIMCO GIS Balanced Income and Growth Fund Administrative USD Accumulation USD Moderate Allocation No Yes 1.45
Allianz Global Investors Fund - Allianz Global Intelligent Cities Income IT USD USD Moderate Allocation No Yes 1.15
Pictet Strategic Income Fund HP dm EUR USD Flexible Allocation No Yes 1.47
Wellington Asia Technology Fund USD A Ac Sector Equity Technology No Yes 2.59
Wellington Asia Technology Fund HKD A Ac Sector Equity Technology No Yes 2.59
Wellington Asia Technology Fund SGD A AcH Sector Equity Technology No Yes 2.59
PIMCO GIS Balanced Income and Growth Fund Administrative EUR (Hedged) Income II EUR Moderate Allocation - Global No Yes 1.45
Amundi Funds - US Short Term Bond A2 GBP Hedge MTD3 (D) Other Bond No 0.70
Janus Henderson Capital Funds plc - Balanced Fund Class A6m HKD USD Moderate Allocation No Yes 1.88
Pictet Strategic Income Fund Z USD USD Flexible Allocation No Yes 0.00
Pictet Strategic Income Fund Z HKD USD Flexible Allocation No Yes 0.00
Allianz Global Investors Fund - Allianz Cyber Security AT H2 EUR Acc Other Equity No Yes 2.10
Allianz Global Investors Fund - Allianz AI Income AT (USD) USD Aggressive Allocation No Yes 1.70
Allianz Global Investors Fund - Allianz AI Income AMg (USD) USD Aggressive Allocation No Yes 1.70
Allianz Global Investors Fund - Allianz AI Income IT (USD) USD Aggressive Allocation No Yes 0.90
Allianz Global Investors Fund - Allianz Cyber Security BMf9 USD Inc Sector Equity Technology No Yes 3.10
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