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
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 1.20
Principal Global Investors Funds - Global Sustainable Equity Fund A Inc USD Global Large-Cap Blend Equity Yes No 1.90
BlackRock Global Funds - US Government Mortgage Impact Fund A2 USD USD Government Bond Yes Yes 1.01
Principal Global Investors Funds - Global Sustainable Equity Fund A Acc USD Global Large-Cap Blend Equity Yes No 1.90
BlackRock Global Funds - US Government Mortgage Impact Fund C2 USD USD Government Bond Yes Yes 2.26
BlackRock Global Funds - US Government Mortgage Impact Fund C1 USD USD Government Bond Yes Yes 2.36
BlackRock Global Funds - US Government Mortgage Impact Fund A3 USD USD Government Bond Yes Yes 1.01
BlackRock Sustainable Global Funds - Sustainable Global Dynamic Equity Fund A2 USD Global Large-Cap Blend Equity Yes Yes 1.83
FF - Asia Equity ESG Fund A-Acc-EUR Asia ex-Japan Equity Yes Yes 1.92
FF - Asia Equity ESG Fund A-Acc-USD Asia ex-Japan Equity Yes Yes 1.92
Allianz Global Investors Fund - Allianz Dynamic Multi Asset Strategy SRI 15 CT2 EUR EUR Cautious Allocation - Global Yes No 1.81
Allianz Global Investors Fund - Allianz Dynamic Multi Asset Strategy SRI 50 CT2 EUR EUR Moderate Allocation - Global Yes Yes 2.03
Allianz Global Investors Fund - Allianz Dynamic Multi Asset Strategy SRI 75 CT2 EUR EUR Aggressive Allocation - Global Yes Yes 2.14
Allianz Global Investors Fund - Allianz Green Bond PT EUR Global Diversified Bond - EUR Hedged Yes No 0.65
Pictet - Global Thematic Opportunities-P USD Acc Global Large-Cap Blend Equity Yes Yes 2.00
Allianz Global Investors Fund - Allianz Green Bond AT3 (H2-SEK) Other Bond Yes No 0.84
Allianz Global Investors Fund - Allianz Green Bond AT EUR Global Diversified Bond - EUR Hedged Yes No 1.14
Allianz Global Investors Fund - Allianz Dynamic Multi Asset Strategy SRI 15 AT EUR EUR Cautious Allocation - Global Yes No 1.27
Allianz Global Investors Fund - Allianz Green Bond P2 (H2-GBP) Global Diversified Bond - GBP Hedged Yes No 0.47
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