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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
Neuberger Berman US Small Cap Fund USD A Distributing Class US Small-Cap Equity No No 1.82
CUAM China-Hong Kong Strategy Fund A USD China Equity No Yes 1.44
CUAM China-Hong Kong Strategy Fund A RMB China Equity No Yes 1.44
Thornburg Equity Income Builder Fund Class A USD Distributing (Unhedged) USD Aggressive Allocation No No 1.75
Thornburg Equity Income Builder Fund Class I USD Distributing (Unhedged) USD Aggressive Allocation No No 0.80
MFS Meridian Funds - Global Equity Fund W1 EUR Global Large-Cap Blend Equity No Yes 1.17
BlackRock Global Funds - World Healthscience Fund D4 USD Sector Equity Healthcare No Yes 1.06
Ninety One Global Strategy Fund - All China Equity Fund A Acc EUR Hedged(Reference) Other Equity No No 2.10
PIMCO GIS Global Bond Fund Institutional GBP (Currency Exposure) Accumulation Global Diversified Bond - USD Hedged No 0.50
PIMCO GIS Income Fund H Institutional Accumulation Global Flexible Bond - USD Hedged No Yes 0.70
PIMCO GIS Total Return Bond Fund H Institutional Income USD Diversified Bond No Yes 0.70
PIMCO GIS Income Fund H Institutional Income Global Flexible Bond - USD Hedged No Yes 0.70
HSBC GLOBAL INVESTMENT FUNDS - ASIA PACIFIC EX JAPAN EQUITY HIGH DIVIDEND AM3ORMB USD Other Equity No No 1.86
HSBC GLOBAL INVESTMENT FUNDS - ASIA PACIFIC EX JAPAN EQUITY HIGH DIVIDEND AM3ORMB Other Equity No No 1.86
Fidelity Funds - India Focus Fund A-Acc-USD India Equity No No 1.93
BlackRock Global Funds - Euro-Markets Fund A2 HKD Hedged Other Equity No Yes 1.82
Allianz Global Investors Fund - Allianz All China Equity AT (H2-SGD) Other Equity No Yes 2.30
Allianz Global Investors Fund - Allianz All China Equity AT (H2-RMB) Other Equity No Yes 2.30
Ninety One Global Strategy Fund - All China Bond Fund A Inc-3 RMB RMB Bond - Onshore No Yes 1.40
PIMCO GIS Income Fund Investor SGD (Hedged) Income Other Bond No Yes 0.90
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