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
HSBC Portfolios - World Selection 2 AC EUR USD Moderate Allocation No No 1.23
HSBC Portfolios - World Selection 2 AC PLN USD Moderate Allocation No No 1.23
Allspring (Lux) Worldwide Fund - US Select Equity Fund S USD US Mid-Cap Equity No No 0.50
BEA Union Investment Global Bond I(2) Global Diversified Bond No 0.00
BEA Union Investment Global Equity Fund I(2) HKD Acc Global Large-Cap Blend Equity No No 0.00
Allianz Global Investors Fund - Allianz Thematica PT2 USD Global Flex-Cap Equity No No 0.78
Allianz Global Investors Fund - Allianz Thematica AT2 USD Global Flex-Cap Equity No No 1.13
Jupiter Glb Fixed Inc L HKD H Inc Global Diversified Bond - USD Hedged No No 1.28
Jupiter Global Fixed Income Fund L SGD Hedged Inc Other Bond No No 1.28
Allianz Global Artfcl Intlgc WT97 USD Sector Equity Technology No Yes 0.74
T. Rowe Price Funds SICAV - Diversified Income Bond Fund Axn JPY Other Bond No 1.01
PineBridge Global Funds - Global Focus Equity Fund ADC Global Large-Cap Blend Equity No Yes 1.93
Franklin U.S. Government Fund A (Mdis-Plus)USD USD Government Bond No Yes 1.01
Franklin U.S. Government Fund A (Mdis-Plus)HKD USD Government Bond No Yes 1.01
Signature CIO Conservative Fund AA HGD MD AUD Dis Other Bond No 1.27
Signature CIO Growth Fund AA HGD MD AUD Inc Other Allocation No No 1.40
Signature CIO Growth Fund AG HGD MD GBP Inc GBP Allocation 60-80% Equity No No 1.34
CSOP FTSE US Treasury 20+ Years Index ETF Unlisted Class A USD USD Government Bond No 0.25
Allianz Global Investors Fund - Allianz European Equity Div AMgi(H2-JPY) Other Equity No No 1.85
JPMorgan SAR American - Class D (acc) - USD US Large-Cap Blend Equity No No 0.67
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