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
BlackRock Premier Funds - Global Megatrend Allocation Fund A2 USD USD Moderate Allocation No No 1.56
BlackRock Premier Funds - Global Megatrend Allocation Fund A2 Hedged RMB Other Allocation No No 1.56
BlackRock Premier Funds - Global Megatrend Allocation Fund A9 USD USD Moderate Allocation No No 1.56
BlackRock Premier Funds - Global Megatrend Allocation Fund A9 Hedged RMB Other Allocation No No 1.56
Capital Group New Economy Fund (LUX) Bh-AUD Other Equity No Yes 1.70
Allianz Global Investors Fund - Allianz American Income BMg USD USD Flexible Bond No 1.94
Allianz Global Investors Fund - Allianz American Income BT USD USD Flexible Bond No 1.93
Allianz Global Investors Fund - Allianz Thematica BT USD Global Flex-Cap Equity No No 2.54
Allianz Global Investors Fund - Allianz Global Artificial Intelligence W2 (USD) Sector Equity Technology No Yes 0.64
Fidelity Funds - US Dollar Bond Fund A-MCDIST-HKD USD Diversified Bond No 1.04
Fidelity Funds - US Dollar Bond Fund A-MCDIST-USD USD Diversified Bond No 1.04
Capital Group Global Corporate Bond Fund (LUX) Zdh-GBP Global Corporate Bond - GBP Hedged No No 0.70
Capital Group Global Corporate Bond Fund (LUX) Zh-GBP Global Corporate Bond - GBP Hedged No No 0.70
Allianz Global Investors Fund - Allianz Emerging Markets Select Bond W9 USD Global Emerging Markets Bond No No 0.60
Allianz Global Investors Fund - Allianz China A-Shares RT (H2-CHF) Other Equity No No 1.43
Allianz Global Investors Fund - Allianz Emerging Markets Select Bond AT USD Global Emerging Markets Bond No No 1.47
Allianz Global Investors Fund - Allianz Emerging Markets Select Bond IM USD Global Emerging Markets Bond No No 0.79
Allianz Global Investors Fund - Allianz Emerging Markets Select Bond IT USD Global Emerging Markets Bond No No 0.95
Schroder International Selection Fund US Dollar Bond A Distribution USD MF USD Diversified Bond No 0.95
Schroder International Selection Fund US Dollar Bond A Distribution HKD MF USD Diversified Bond No 0.95
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