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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
BNY Mellon Long-Term Global Equity Fund USD W Acc Global Large-Cap Growth Equity No Yes 0.82
Ninety One Global Strategy Fund - Global Franchise Fund A Acc CHF Hedged(Reference) Other Equity No Yes 2.00
PIMCO GIS Income Fund E Class HKD (Unhedged) Income Global Flexible Bond - USD Hedged No Yes 1.50
PIMCO GIS Income Fund Institutional GBP (Hedged) Income Global Flexible Bond - GBP Hedged No Yes 0.60
PIMCO GIS Income Fund E Class SGD (Hedged) Income Other Bond No Yes 1.50
Amundi Funds - SBI FM India Equity A2 USD (C) India Equity No No 2.23
MFS Meridian Funds - European Value Fund AH1CHF Other Equity No No 1.97
T. Rowe Price Funds SICAV - Asian ex-Japan Equity Fund Q USD Asia ex-Japan Equity No Yes 0.89
HSBC Global Investment Funds - Euro High Yield Bond AM2 EUR High Yield Bond No No 1.34
MFS Meridian Funds - European Value Fund N1 USD Europe Large-Cap Blend Equity No No 2.43
Allianz Global Investors Fund - Allianz HKD Income AM USD HKD Bond No 1.06
Allianz Global Investors Fund - Allianz HKD Income AM HKD HKD Bond No 1.06
BU China Phoenix Fund A USD China Equity No Yes 2.38
MFS Meridian Funds - European Value Fund N1 EUR Europe Large-Cap Blend Equity No No 2.43
Franklin Technology Fund A (Acc) HKD Sector Equity Technology No Yes 1.78
BU China Phoenix Fund A HKD China Equity No Yes 2.40
MFS Meridian Funds - Global Equity Fund N1 USD Global Large-Cap Blend Equity No Yes 2.42
AB FCP I - Short Duration Bond Portfolio AT SGD H-DIST-SGD Other Bond No No 1.16
JPMorgan Funds - Emerging Markets Dividend Fund A (mth) - USD Global Emerging Markets Equity No Yes 1.80
PIMCO GIS Income Fund Investor USD Income Global Flexible Bond - USD Hedged No Yes 0.90
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