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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
Stewart Investors Indian Subcontinent All Cap Fund III USD Acc India Equity Yes No 1.05
Stewart Investors Indian Subcontinent All Cap Fund E USD Acc India Equity Yes No 0.88
Stewart Investors Global Emerging Markets All Cap Fund Class I (Accumulation) USD Global Emerging Markets Equity Yes Yes 1.75
Allianz Global Investors Fund - Allianz Dynamic Multi Asset Strategy SRI 50 AQ (H2-USD) USD Moderate Allocation Yes Yes 1.78
Alquity SICAV - Alquity Asia Fund USD M Class Asia ex-Japan Equity Yes Yes 3.28
Alquity SICAV - Alquity Global Impact Fund USD M Class Global Large-Cap Blend Equity Yes Yes 3.09
UBS (Lux) Strategy Fund - Fixed Income Sustainable (USD) P-mdist HKD Global Diversified Bond - USD Hedged Yes No 1.21
BU Asia Impact Bond Fund Class A USD (Dis) Asia Bond Yes No 1.22
BU Asia Impact Bond Fund Class A HKD (Dis) Asia Bond Yes No 1.20
BU Asia Impact Bond Fund Class A RMB-H (Dis) Other Bond Yes No 1.20
Sun Life AM Global Low Carbon Index Fund Class A HKD Income Global Large-Cap Blend Equity Yes Yes 0.15
abrdn SICAV I - All China Sustainable Equity Fund A Acc CNH China Equity Yes Yes 1.93
Invesco Funds - Invesco Sustainable Allocation Fund Z (Accumulation) USD Hedged USD Moderate Allocation Yes Yes 0.70
Invesco Funds - Invesco Sustainable Allocation Fund R (Accumulation) USD Hedged USD Moderate Allocation Yes Yes 1.90
Invesco Funds - Invesco Sustainable Allocation Fund C (Accumulation) USD Hedged USD Moderate Allocation Yes Yes 0.80
Allianz Global Investors Fund - Allianz Global Floating Rate Notes Plus W (H2-SEK) Other Bond Yes 0.24
Allianz Global Investors Fund - Allianz Global Floating Rate Notes Plus WT (H2-SEK) Other Bond Yes 0.24
Capital Group Future Generations Global Balanced Fund (LUX) B CHF USD Moderate Allocation Yes No 1.70
Capital Group Future Generations Global Balanced Fund (LUX) B EUR USD Moderate Allocation Yes No 1.70
Capital Group Future Generations Global Balanced Fund (LUX) Bd EUR USD Moderate Allocation Yes No 1.70
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