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 Dynamic Multi Asset Strategy SRI 75 I EUR EUR Aggressive Allocation - Global Yes Yes 0.94
Allianz Global Investors Fund - Allianz Dynamic Multi Asset Strategy SRI 15 I EUR EUR Cautious Allocation - Global Yes No 0.69
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) P-4%-mdist USD Moderate Allocation Yes No 1.77
Allianz Global Investors Fund - Allianz Dynamic Multi Asset Strategy SRI 50 IT EUR EUR Moderate Allocation - Global Yes Yes 0.87
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (AUD hedged) P-4%-mdist Other Allocation Yes No 1.82
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (HKD) P-4%-mdist USD Moderate Allocation Yes No 1.77
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (RMB hedged) P-4%-mdist Other Allocation Yes No 1.82
Allianz Global Investors Fund - Allianz Dynamic Multi Asset Strategy SRI 15 A EUR EUR Cautious Allocation - Global Yes No 1.24
BNP Paribas Funds Sustainable Europe Dividend Classic Capitalisation Europe Equity Income Yes No 1.98
BNP Paribas Funds Sustainable Europe Dividend Classic Distribution Europe Equity Income Yes No 1.98
UBS (Lux) Equity Fund - Euro Countries Opportunity Sustainable (EUR) P-acc Eurozone Large-Cap Equity Yes No 1.81
AB SICAV I-Sustainable Global Thematic Portfolio BX USD Global Large-Cap Growth Equity Yes Yes 2.90
AB SICAV I-Sustainable Global Thematic Portfolio B USD Global Large-Cap Growth Equity Yes Yes 2.90
AB SICAV I-Sustainable Global Thematic Portfolio A Global Large-Cap Growth Equity Yes Yes 1.90
AB SICAV I-Sustainable Global Thematic Portfolio CX Acc Global Large-Cap Growth Equity Yes Yes 2.35
AB SICAV I-Sustainable Global Thematic Portfolio AX USD Global Large-Cap Growth Equity Yes Yes 1.90
BNP Paribas Funds Sustainable Europe Dividend Privl Capitalisation Europe Equity Income Yes No 1.08
Principal Global Investors Funds - Global Sustainable Equity Fund I Acc USD Global Large-Cap Blend Equity Yes No 1.00
UBS (Lux) Strategy Fund - Fixed Income Sustainable (USD) P-acc Global Diversified Bond - USD Hedged Yes No 1.22
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) P-acc USD Moderate Allocation Yes No 1.77
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