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
Amundi Funds - US Equity Research Value A2 USD AD (D) US Large-Cap Value Equity No No 1.93
Amundi Funds - US Equity Research Value A2 USD (C) US Large-Cap Value Equity No No 1.93
PIMCO GIS Income Fund II Institutional USD Accumulation Global Flexible Bond - USD Hedged No Yes 0.60
PIMCO GIS Income Fund II E Class USD Income Global Flexible Bond - USD Hedged No Yes 1.50
PIMCO GIS Income Fund II E Class HKD (Unhedged) Income Global Flexible Bond - USD Hedged No Yes 1.50
PIMCO GIS Income Fund II E Class AUD (Hedged) Income Other Bond No Yes 1.50
Allianz Global Investors Fund - Allianz All China Equity A (USD) China Equity No Yes 2.30
Janus Henderson Horizon Global Property Equities Fund A4m USD Inc Property - Indirect Global No Yes 2.02
MFS Meridian Funds - European Core Equity WH1 USD Other Equity No Yes 1.00
BlackRock Global Funds - Emerging Markets Equity Income Fund A2 EUR Hedged Other Equity No No 1.90
Allianz Global Investors Fund - Allianz Thematica WT4 EUR Global Flex-Cap Equity No No 0.91
Principal Global Investors Funds - Global Property Securities Fund D2 Inc USD Property - Indirect Global No Yes 1.78
Manulife Global Fund - Asia Pacific REIT Fund R (HKD) MDIST (G) Property - Indirect Asia No Yes 1.70
Manulife Global Fund - Asia Pacific REIT Fund R (USD) MDIST (G) Property - Indirect Asia No Yes 1.70
BlackRock Global Funds - Emerging Markets Fund A2 EUR Hedged Other Equity No Yes 1.90
BlackRock Global Funds - Emerging Markets Fund D2 EUR Hedged Other Equity No Yes 1.15
Foundation Global Income and Growth Fund A HKD Income USD Moderate Allocation No Yes 2.92
Foundation Global Income and Growth Fund A USD Accumulation USD Moderate Allocation No Yes 2.92
Foundation Global Income and Growth Fund A USD Income USD Moderate Allocation No Yes 2.92
Foundation Global Income and Growth Fund A HKD Accumulation USD Moderate Allocation No Yes 2.92
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