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
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 MTD3 (D) Other Bond No 2.19
Amundi Funds - Strategic Income B R MTD3 (D) Other Bond No 2.28
Amundi Funds - Strategic Income B AUD MTD3 (D) Other Bond No 2.28
Goldman Sachs Global Flexible Multi Asset - X Cap EUR EUR Moderate Allocation - Global No Yes 1.74
Franklin Sustainable Global Growth Fund Z(acc)USD Global Large-Cap Growth Equity No Yes 1.27
Schroder International Selection Fund Asian Dividend Maximiser A Distribution AUD Hedged MFC Other Equity No Yes 1.90
Morgan Stanley Investment Funds - Global Balanced Income Fund AHR (USD) USD Flexible Allocation No No 1.77
Invesco Funds - Invesco Global Equity Income Fund A Monthly Distribution-1 USD Global Equity Income No No 1.72
ABITL Multi-Asset Umbrella Fund -European Multi-Asset Fund-AD(TWD) TWD Moderate Allocation No Yes 1.87
ABITL Multi-Asset Umbrella Fund -European Multi-Asset Fund-A2(TWD) TWD Moderate Allocation No Yes 1.87
Morgan Stanley Investment Funds - Global Balanced Income Fund A EUR Flexible Allocation - Global No No 1.75
Invesco Funds - Invesco Asia Opportunities Equity Fund A Accumulation USD Asia ex-Japan Equity No Yes 2.01
Schroder International Selection Fund Asian Bond Total Return C Distribution USD AV Asia Bond No No 0.92
Schroder International Selection Fund Emerging Europe C Accumulation EUR Other Equity No No 1.42
UBS (Lux) Money Market Fund - USD P-acc USD Money Market No 0.51
Invesco Funds - Invesco Asia Opportunities Equity Fund C Accumulation USD Asia ex-Japan Equity No Yes 1.41
Natixis International Funds (Lux) I - Natixis Asia Equity Fund I/A (USD) Asia ex-Japan Equity No Yes 1.01
Schroder International Selection Fund Emerging Markets Debt Total Return C Distribution USD AV Global Emerging Markets Bond - Local Currency No 1.22
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