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
Schroder International Selection Fund Asian Dividend Maximiser A Distribution AUD Hedged MFC Other Equity No Yes 1.95
Morgan Stanley Investment Funds - Global Balanced Income Fund AHR (USD) USD Flexible Allocation No No 1.80
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 No 1.88
ABITL Multi-Asset Umbrella Fund -European Multi-Asset Fund-A2(TWD) TWD Moderate Allocation No No 1.88
Morgan Stanley Investment Funds - Global Balanced Income Fund A EUR Flexible Allocation - Global No No 1.76
Franklin Templeton SinoAm Global Growth Fund USD Global Large-Cap Blend Equity No Yes 2.31
Franklin Templeton SinoAm Global Growth Fund TWD Global Large-Cap Blend Equity No Yes 2.31
Schroder International Selection Fund Asian Bond Total Return C Distribution USD AV Asia Bond No No 0.91
Schroder International Selection Fund US Large Cap A Accumulation USD US Large-Cap Blend Equity No Yes 1.58
Schroder International Selection Fund Italian Equity A Accumulation EUR Italy Equity No No 1.58
Schroder International Selection Fund Italian Equity C Accumulation EUR Italy Equity No No 1.03
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
Schroder International Selection Fund Asian Bond Total Return C Accumulation USD Asia Bond No No 0.91
Goldman Sachs Eurozone Equity Income - P Cap EUR Eurozone Large-Cap Equity No No 1.80
BlackRock Global Funds - European Fund A2 EUR Europe Large-Cap Growth Equity No Yes 1.82
BNP Paribas Funds Euro Bond Classic Distribution EUR Diversified Bond No No 1.12
AXA IM Equity Trust - AXA IM US Equity QI B (US$) US Large-Cap Blend Equity No Yes 1.46
Schroder International Selection Fund US Large Cap C Accumulation USD US Large-Cap Blend Equity No Yes 0.83
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