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
Allianz Global Investors Fund - Allianz Japan Equity AT (H-USD) Other Equity No No 1.85
Allianz Global Investors Fund - Allianz European Equity Dividend AM (H2-NZD) Other Equity No No 1.85
HSBC Global Investment Funds - Euroland Value ACHUSD Other Equity No No 1.86
Capital Group Global Bond Fund (LUX) Ch-USD Global Diversified Bond - USD Hedged No No 0.10
Allianz Global Investors Fund - Allianz Best Styles Global Equity IT USD Global Large-Cap Blend Equity No No 0.71
Amundi HK Defensive Balanced Fund Classic CAD (hedged) - Distribution Other Allocation No 1.56
Fidelity Funds - Global Focus Fund A-Acc-EUR (hedged) Other Equity No No 1.91
Allianz Global Investors Fund - Allianz Best Styles Global Equity AT (H-EUR) Other Equity No No 1.35
Amundi HK Defensive Balanced Fund Classic GBP (hedged) - Distribution GBP Allocation 20-40% Equity No 1.56
Amundi HK Defensive Balanced Fund Classic NZD (hedged) - Distribution Other Allocation No 1.56
Amundi HK Defensive Balanced Fund Classic AUD (hedged) - Distribution Other Allocation No 1.56
Fidelity Funds - Global Focus Fund A-Acc-USD Global Large-Cap Blend Equity No No 1.91
Allianz Global Investors Fund - Allianz Global Equity Unconstrained IT USD Global Large-Cap Growth Equity No Yes 1.09
Amundi HK Defensive Balanced Fund Classic HKD - Distribution USD Cautious Allocation No 1.56
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund A6 USD Global Emerging Markets Bond - Local Currency No No 1.27
AB - RMB Income Plus Portfolio IT SGD Inc China Bond No No 0.86
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund A6 HKD Hedged Other Bond No No 1.27
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund A8 NZD Hedged Other Bond No No 1.27
Principal Global Investors Funds - Preferred Securities Fund D2 Inc USD Other Bond No No 1.39
BGF Natural Resources Fund Class A3G USD Sector Equity Natural Resources No No 1.82
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