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 - China Fund A2 AUD Hedged Other Equity No Yes 1.82
JPM Japan Equity C (acc) - USD (hedged) Other Equity No Yes 0.96
BlackRock Global Funds - World Healthscience Fund A2 AUD Hedged Other Equity No Yes 1.77
BlackRock Global Funds - US Mid-Cap Value Fund A2 AUD Hedged Other Equity No No 1.79
BlackRock Global Funds - European Fund A2 NZD Hedged Other Equity No Yes 1.82
AB - Concentrated US Equity Portfolio I AUD H Acc Other Equity No Yes 0.94
BlackRock Global Funds - Latin American Fund A2 AUD Hedged Other Equity No No 2.07
BlackRock Global Funds - European Fund A2 AUD Hedged Other Equity No Yes 1.82
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 Yes 2.07
Fidelity Funds - European Multi Asset Income Fund A-Acc-USD (hedged) USD Moderate Allocation No No 1.51
Janus Henderson Horizon Euroland Fund A2 HUSD Other Equity No No 2.03
Cathay RMB Money Market Fund USD Money Market - Other No Yes 0.55
Fidelity Funds - European Dividend Fund A-HMDIST(G)-AUD (hedged) Other Equity No No 1.94
Fidelity Funds - Global Technology Fund A-Acc-USD Sector Equity Technology No Yes 1.89
BlackRock Global Funds - Emerging Markets Equity Income Fund A6G USD Global Emerging Markets Equity No No 1.88
Capital China New Opportunities Fund TWD China Equity No Yes 2.07
JPMorgan Funds - US Smaller Companies Fund I (acc) - USD US Small-Cap Equity No No 0.90
Goldman Sachs Eurozone Equity Income - Y Dis(M) USD (hedged i) Other Equity No No 3.32
Goldman Sachs Eurozone Equity Income - X Dis(M) USD (hedged i) Other Equity No No 2.31
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