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
AB - Global Core Equity Portfolio A USD Acc Global Large-Cap Blend Equity No Yes 1.69
AB - Global Core Equity Portfolio S1 USD Acc Global Large-Cap Blend Equity No Yes 0.68
BNP Paribas Funds Consumer Innovators Classic USD-Capitalisation Sector Equity Consumer Goods & Services No Yes 1.98
Allianz Global Investors All Seasons Growth Fund of Funds USD TWD Aggressive Allocation No No 0.95
Allianz Global Investors All Seasons Growth Fund of Funds A TWD TWD Aggressive Allocation No No 0.95
Eastspring Investments - China Equity Fund - AADMC1 (hedged) Other Equity No Yes 1.80
Eastspring Investments - China Equity Fund - ADMC1 China Equity No Yes 1.80
Invesco Funds - Invesco Global Income Fund A (USD Hedged) Accumulation USD USD Moderate Allocation No No 1.62
Eastspring Investments - China Equity Fund - AZDMC1 (hedged) Other Equity No Yes 1.80
Invesco Funds - Invesco Pan European Small Cap Equity Fund A (USD Hedged) Accumulation USD Other Equity No Yes 2.08
UPAMC China Fund TWD China Equity No No 2.14
Invesco Funds - Invesco Pan European Small Cap Equity Fund C (USD Hedged) Accumulation USD Other Equity No Yes 1.48
Cathay Mandarin USD China Equity No No 2.07
JPMorgan (Taiwan) Asia Equity Dividend Fund Monthly Distribution Class (RMB) Other Equity No No 2.16
Ninety One Global Strategy Fund - Global Franchise Fund A Acc USD Hedged (Portfolio - AC) Other Equity No Yes 1.90
Ninety One Global Strategy Fund - Global Franchise Fund I Acc USD Hedged (Portfolio - AC) Other Equity No Yes 1.00
Hua Nan Multi-Assets Balanced Income Fund USD Acc TWD Aggressive Allocation No Yes 1.80
Hua Nan Multi-Assets Balanced Income Fund TWD Acc TWD Aggressive Allocation No Yes 1.80
Amundi Funds - Strategic Income A AUD MTD3 (D) Other Bond No 1.96
Ninety One Global Strategy Fund - Global Franchise Fund C Acc USD Hedged (Portfolio - AC) Other Equity No Yes 2.90
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