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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
AB - Global Core Equity Portfolio I AUD H Acc Other Equity No Yes 0.90
AB SICAV I - Low Volatility Equity Portfolio AD HKD Inc Global Large-Cap Blend Equity No Yes 1.67
AB - Global Core Equity Portfolio I GBP H Acc Other Equity No Yes 0.90
AB - Global Core Equity Portfolio A EUR H Acc Other Equity No Yes 1.70
AB - Global Core Equity Portfolio A AUD H Acc Other Equity No Yes 1.70
AB - Global Core Equity Portfolio A USD Acc Global Large-Cap Blend Equity No Yes 1.70
AB - Global Core Equity Portfolio A SGD H Acc Other Equity No Yes 1.70
PIMCO GIS Income Fund Institutional EUR (Hedged) Income II Global Flexible Bond - EUR Hedged No Yes 0.60
AB - Global Core Equity Portfolio I SGD H Acc Other Equity No Yes 0.90
BNP Paribas Funds Consumer Innovators Classic USD-Capitalisation Sector Equity Consumer Goods & Services No Yes 1.96
AB - Global Core Equity Portfolio C USD Acc Global Large-Cap Blend Equity No Yes 2.15
AB - Global Core Equity Portfolio I EUR H Acc Other Equity No Yes 0.90
AB - Global Core Equity Portfolio I USD Acc Global Large-Cap Blend Equity No Yes 0.90
Invesco Funds - Invesco Global Equity Income Fund A Monthly Distribution-Gross Income USD Global Equity Income No No 1.72
UBS (Lux) Key Selection SICAV - European Growth and Income (EUR) (HKD hedged) P-mdist Other Allocation No No 1.80
China Southern Dragon Dynamic China New Balance Opportunity Fund A HKD Inc China Equity No No 2.42
UBS (Lux) Key Selection SICAV - European Growth and Income (EUR) (AUD hedged) P-8%-mdist Other Allocation No No 1.82
UBS (Lux) Key Selection SICAV - European Growth and Income (EUR) (USD hedged) P-mdist USD Moderate Allocation No No 1.82
Invesco Funds - Invesco Pan European High Income Fund A Quarterly Distribution-Gross Income EUR EUR Cautious Allocation No No 1.61
FTGF ClearBridge Tactical Dividend Income Fund Class A HKD Distributing (M) Plus US Equity Income No No 1.75
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