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
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 Global Income Fund C Accumulation EUR EUR Moderate Allocation - Global No No 1.07
Invesco Funds - Invesco Global Income Fund C (USD Hedged) Accumulation USD USD Moderate Allocation No No 1.07
UPAMC China Fund TWD China Equity No No 2.15
Cathay Mandarin USD China Equity No Yes 2.07
JPMorgan (Taiwan) Asia Equity Dividend Fund Monthly Distribution Class (RMB) Other Equity No Yes 2.24
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 0.90
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 Hgd MTD3 (D) Other Bond No 1.95
Ninety One Global Strategy Fund - Global Franchise Fund C Acc USD Hedged (Portfolio - AC) Other Equity No Yes 2.90
Hua Nan Multi-Assets Balanced Income Fund TWD Inc TWD Aggressive Allocation No Yes 1.80
Hua Nan Multi-Assets Balanced Income Fund USD Inc TWD Aggressive Allocation No Yes 1.80
Amundi Funds - Strategic Income A R Hgd MTD3 (D) Other Bond No 2.17
Amundi Funds - Strategic Income B R Hgd MTD3 (D) Other Bond No 2.28
Cathay Emerging Markets Fund USD Global Emerging Markets Equity No Yes 1.97
Amundi Funds - Strategic Income B AUD Hgd MTD3 (D) Other Bond No 2.28
Goldman Sachs Global Flexible Multi Asset - X Cap EUR EUR Moderate Allocation - Global No Yes 1.75
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