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
Hang Seng China A Share Focus Fund A1 China Equity - A Shares No No 1.74
AB - Global Real Estate Securities Portfolio AD NZD H Inc Property - Indirect Other No Yes 1.85
Capital Group World Dividend Growers (LUX) Bd Global Equity Income No No 1.70
AB - Global Real Estate Securities Portfolio AD USD Inc Property - Indirect Global No Yes 1.85
AB - Global Real Estate Securities Portfolio AD AUD H Inc Property - Indirect Other No Yes 1.85
AB - Global Real Estate Securities Portfolio AD SGD H Inc Property - Indirect Other No Yes 1.85
MFS Meridian Funds - Emerging Markets Equity Fund W1 USD Global Emerging Markets Equity No No 1.05
Invesco Funds - Invesco Japanese Equity Advantage Fund C (EUR Hedged) Accumulation EUR Other Equity No Yes 0.96
Janus Henderson Capital Funds plc - Global Real Estate Equity Income Fund Class A3q HAUD Property - Indirect Other No Yes 2.20
Allianz Global Investors Fund - Allianz European Equity Dividend AM (H2-AUD) Other Equity No No 1.85
PineBridge Japan Equity Fund Japan Large-Cap Equity No Yes 1.35
PineBridge Asian Bond Fund Asia Bond No 1.11
Allianz Global Investors Fund - Allianz Europe Equity Growth PT EUR Europe Large-Cap Growth Equity No Yes 1.00
PineBridge US Equity Fund US Large-Cap Blend Equity No No 1.32
Allianz Global Investors Fund - Allianz European Equity Dividend AM (H2-USD) Other Equity No No 1.85
Allianz Global Investors Fund - Allianz European Equity Dividend I EUR Europe Equity Income No No 0.97
Allianz Global Investors Fund - Allianz European Equity Dividend AM (H2-HKD) Other Equity No No 1.85
BlackRock Global Funds - Fixed Income Global Opportunities Fund D2 CHF Hedged Global Flexible Bond - CHF Hedged No 0.72
PineBridge Global Bond Fund Global Diversified Bond No Yes 0.67
Fidelity Funds - Global Financial Services Fund A-DIST-USD Sector Equity Financial Services No No 1.90
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