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 - Continental European Flexible Fund A2 USD Hedged Other Equity No Yes 1.81
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
PIMCO GIS Income Fund Investor EUR (Hedged) Accumulation Global Flexible Bond - EUR Hedged No Yes 0.90
Allianz Global Investors Fund - Allianz Total Return Asian Equity IT2 USD Asia ex-Japan Equity No Yes 1.09
BlackRock Global Funds - European Fund A2 CNH Hedged Other Equity No Yes 1.82
BlackRock Global Funds - Global Equity Income Fund A8 CNH Hedged Other Equity No No 1.82
Value Partners China Convergence Fund Z USD Unhedged China Equity No Yes 0.00
Fidelity Funds - Global Technology Fund A-Acc-EUR Sector Equity Technology No Yes 1.89
Manulife Global Fund - Japan Equity Fund I3 Shares Japan Large-Cap Equity No Yes 0.22
Manulife Global Fund - India Equity Fund I3 India Equity No No 0.16
Matthews Asia Funds - Japan Fund I USD Acc Japan Large-Cap Equity No Yes 0.80
Matthews Asia Funds - Japan Fund I GBP Acc Japan Large-Cap Equity No Yes 0.80
UBS (Lux) Equity Fund - China Opportunity (USD) P-AUD Hedged mdist Other Equity No Yes 2.50
Fidelity Funds - Global Technology Fund A-Acc-USD (hedged) Other Equity No Yes 1.89
PIMCO GIS Income Fund Investor EUR (Hedged) Income Global Flexible Bond - EUR Hedged No Yes 0.90
Matthews Asia Funds - Japan Fund A USD Acc Japan Large-Cap Equity No Yes 1.60
Allianz Global Investors Fund - Allianz Total Return Asian Equity A EUR Asia ex-Japan Equity No Yes 2.11
UBS (Lux) Equity Fund - China Opportunity (USD) P AUD Hedged acc Other Equity No Yes 2.50
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