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
Janus Henderson Horizon Euroland Fund A2 HUSD Other Equity No No 1.94
Fidelity Funds - European Dividend Fund A-HMDIST(G)-AUD (hedged) Other Equity No No 1.93
Fidelity Funds - Asia Pacific Dividend Fund A-HMDIST(G)-AUD (hedged) Other Equity No Yes 1.95
Schroder International Selection Fund Global Dividend Maximiser A Distribution AUD Hedged MFC Other Equity No Yes 1.89
Capital China New Opportunities Fund TWD China Equity No No 2.07
AB FCP I - Short Duration Bond Portfolio SA DIST USD Global Diversified Bond - USD Hedged No No 0.10
BlackRock Global Funds - World Healthscience Fund A2 HKD Hedged Other Equity No Yes 1.78
Templeton Emerging Markets Fund Z(acc)USD Global Emerging Markets Equity No Yes 1.49
Union APEC Balanced Fund TWD B TWD Moderate Allocation No No 1.87
Union APEC Balanced Fund TWD A TWD Moderate Allocation No No 1.87
JPMorgan (Taiwan) Asia Equity Dividend Fund -Monthly Distribution Class Asia-Pacific ex-Japan Equity Income No No 2.16
Cathay China Domestic Demand Growth Fund USD China Equity No Yes 2.04
BlackRock Global Funds - European Special Situations Fund D2 USD Hedged Other Equity No Yes 1.07
JPMorgan (Taiwan) Asia Equity Dividend Fund -Monthly Distribution Class (USD) Asia-Pacific ex-Japan Equity Income No No 2.16
JPMorgan (Taiwan) Asia Equity Dividend Fund - Accumulation Class Asia-Pacific ex-Japan Equity Income No No 2.16
Neuberger Berman US Small Cap Fund Class USD E Accumulating US Small-Cap Equity No No 2.93
Neuberger Berman US Small Cap Fund Class AUD E Accumulating - Hedged Other Equity No No 2.92
Neuberger Berman US Small Cap Fund Class ZAR E Accumulating - Hedged Other Equity No No 2.91
AB - Global Core Equity Portfolio I AUD H Acc Other Equity No Yes 0.89
AB - Global Core Equity Portfolio S USD Acc Global Large-Cap Blend Equity No Yes 0.08
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