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
Ninety One Global Strategy Fund - Global Strategic Managed Fund C Inc AUD Hedged (IRD) Other Allocation No Yes 2.80
Ninety One Global Strategy Fund - Global Strategic Managed Fund C Inc-2 ZAR Hedged (IRD) Other Allocation No Yes 2.80
Fidelity Funds - European Dividend Fund A-MINCOME(G)-USD (hedged) Other Equity No No 1.93
Ninety One Global Strategy Fund - Global Franchise Fund C Inc AUD Hedged (IRD) Other Equity No Yes 3.00
AB FCP I - Short Duration Bond Portfolio - AA AUD H - DIST Other Bond No No 1.19
Ninety One Global Strategy Fund - Global Franchise Fund C Inc ZAR Hedged (IRD) Other Equity No Yes 3.00
JPM Japan Equity A (acc) - USD (hedged) Other Equity No No 1.77
UBS (Lux) Equity Fund - China Opportunity (USD) I-A1-acc China Equity No Yes 1.23
BlackRock Global Funds - China Fund A2 AUD Hedged Other Equity No Yes 1.84
JPM Japan Equity C (acc) - USD (hedged) Other Equity No No 0.96
BlackRock Global Funds - World Healthscience Fund A2 AUD Hedged Other Equity No Yes 1.78
BlackRock Global Funds - US Mid-Cap Value Fund A2 AUD Hedged Other Equity No No 1.83
BlackRock Global Funds - European Fund A2 NZD Hedged Other Equity No Yes 1.81
AB FCP I - Short Duration Bond Portfolio AA-DIST-USD Global Diversified Bond - USD Hedged No No 1.19
BlackRock Global Funds - Global Equity Income Fund A8 ZAR Hedged Other Equity No No 1.82
BlackRock Global Funds - European Fund A2 AUD Hedged Other Equity No Yes 1.81
BlackRock Global Funds - European Special Situations Fund A2 AUD Hedged Other Equity No Yes 1.82
Capital China New Opportunities Fund USD China Equity No No 2.07
Schroder International Selection Fund Global Dividend Maximiser AX Distribution USD M Global Equity Income No Yes 1.86
Fidelity Funds - European Multi Asset Income Fund A-Acc-USD (hedged) USD Moderate Allocation No No 1.53
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