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
BlackRock Global Funds - Global Long-Horizon Equity Fund D4 GBP Global Large-Cap Growth Equity No Yes 1.06
BlackRock Global Funds - Global Long-Horizon Equity Fund A2 SGD Hedged Other Equity No Yes 1.81
BlackRock Global Funds - Global Long-Horizon Equity Fund A4 GBP Global Large-Cap Growth Equity No Yes 1.81
UBS (Lux) Equity Fund - China Opportunity (USD) P-HKD mdist China Equity No Yes 2.41
UBS (Lux) Equity Fund - China Opportunity (USD) P-mdist China Equity No Yes 2.41
AXA World Funds - Global Real Estate A Distribution Monthly st USD Property - Indirect Global No Yes 2.01
iShares Hong Kong Equity Index Fund I2 HKD Hong Kong Equity No Yes 1.17
iShares Hong Kong Equity Index Fund X2 HKD Hong Kong Equity No Yes 1.17
iShares Hong Kong Equity Index Fund A2 HKD Hong Kong Equity No Yes 0.61
Allianz Global Investors Fund - Allianz Europe Equity Growth Select A (H2-USD) Other Equity No Yes 1.85
Ninety One Global Strategy Fund - Global Franchise Fund A Inc-2 RMB Hedged (IRD) Other Equity No Yes 2.00
Schroder International Selection Fund China Opportunities A Distribution HKD QV China Equity No Yes 1.83
BlackRock Global Funds - Continental European Flexible Fund A2 USD Hedged Other Equity No Yes 1.81
Allianz Global Investors Fund - Allianz Europe Equity Growth Select AT (H2-SGD) Other Equity No Yes 1.85
Allianz Global Investors Fund - Allianz Europe Equity Growth Select AT (H2-USD) Other Equity No Yes 1.85
FTGF ClearBridge Tactical Dividend Income Fund Class F USD Accumulating US Equity Income No No 1.15
JPMorgan Japan (Yen) (acc) - RMB (Hedged) Other Equity No No 1.66
BlackRock Global Funds - Continental European Flexible Fund D4 Europe ex-UK Equity No Yes 1.07
Allianz Global Investors Fund - Allianz Europe Equity Growth Select W3 EUR Europe Large-Cap Growth Equity No Yes 0.51
PIMCO GIS Income Fund Investor EUR (Hedged) Accumulation Global Flexible Bond - EUR Hedged No Yes 0.90
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