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
Fidelity Funds - US Dollar Bond Fund A-MCDIST(G)-AUD (hedged) Other Bond No 1.05
Invesco Funds - Invesco Global Equity Income Advantage Fund A (EUR Hgd) MD1 Other Equity No Yes 1.61
Invesco Funds - Invesco Global Equity Income Advantage Fund A (AUD Hgd) MD1 Other Equity No Yes 1.61
Invesco Funds - Invesco Global Equity Income Advantage Fund A (GBP Hgd) MD1 Other Equity No Yes 1.61
AB SICAV I - European Growth Portfolio A EUR Capitalisation Europe Large-Cap Growth Equity No Yes 1.75
AB SICAV I - European Growth Portfolio I EUR Capitalisation Europe Large-Cap Growth Equity No Yes 0.95
HSBC Global Investment Funds - Global Short Duration Bond AM3HJPY Other Bond No No 0.71
AB SICAV I RMB Income Plus Portfolio IA USD Hedged Inc Other Bond No No 0.86
AB SICAV I RMB Income Plus Portfolio IA HKD Hedged Inc Other Bond No No 0.86
AB SICAV I RMB Income Plus Portfolio AA HKD Hedged Inc Other Bond No No 1.41
AB SICAV I RMB Income Plus Portfolio AA USD Hedged Inc Other Bond No No 1.41
Allianz Asia Pacific Income AM USD Asia Allocation No No 1.55
Allianz Asia Pacific Income AMg USD Asia Allocation No No 1.55
Franklin U.S. Government Fund A(Mdis)JPY-H1 Other Bond No Yes 1.01
Franklin U.S. Government Fund A(Mdis)AUD-H1 Other Bond No Yes 1.01
Franklin U.S. Government Fund A(Mdis)RMB-H1 Other Bond No Yes 1.01
Fidelity Funds 2 - Global Discovery Fund A EUR Acc Global Small/Mid-Cap Equity No No 1.95
Fidelity Funds 2 - Global Discovery Fund A USD Acc Global Small/Mid-Cap Equity No No 1.95
Pictet – Global Multi Asset Themes P dm USD EUR Flexible Allocation - Global No Yes 1.64
Allianz Global Investors Fund - Allianz Japan Equity P EUR Inc Japan Large-Cap Blend Equity No No 1.00
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