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
Jupiter China Equity Fund C2 USD Acc China Equity No Yes 3.04
Fuh Hwa Taiwan Intelligence Fund TWD Aggressive Allocation No Yes 1.22
Neuberger Berman US Small Cap Fund Class AUD T Accumulating - Hedged Other Equity No No 1.94
Neuberger Berman US Small Cap Fund ZAR T Accumulating Class - Hedged Other Equity No No 1.93
HSBC Global Investment Funds - Global Real Estate Equity AM2 Property - Indirect Global No Yes 1.89
BNP Paribas Funds India Equity I Capitalisation EUR India Equity No No 1.11
PGIM Jennison Global Equity Opportunities Fund USD I Accumulation Global Large-Cap Growth Equity No Yes 0.83
PGIM Aggressive Growth ETF Fund of Funds USD TWD Aggressive Allocation No No 1.37
PGIM Aggressive Growth ETF Fund of Funds TWD TWD Aggressive Allocation No No 1.37
PIMCO GIS Global Bond Fund M Retail Income II Global Diversified Bond - USD Hedged No 1.40
Franklin U.S. Dollar Short-Term Money Market Fund F(Mdis) USD USD Money Market - Short Term No Yes 1.25
Amundi Funds - Emerging Markets Local Currency Bond T USD MTD3 (D) Global Emerging Markets Bond - Local Currency No 2.63
Amundi Funds - Strategic Income T USD MTD3 (D) USD Flexible Bond No 2.28
Amundi Funds - Emerging Markets Local Currency Bond U USD MTD3 (D) Global Emerging Markets Bond - Local Currency No 2.63
Amundi Funds - US Bond A2 USD MTD3 (D) USD Diversified Bond No 1.33
Amundi Funds - US Bond A2 ZAR MTD3 (D) Other Bond No 1.33
Amundi Funds - Strategic Income A USD MTD3 (D) USD Flexible Bond No 1.96
Amundi Funds - Emerging Markets Local Currency Bond A USD MTD3 (D) Global Emerging Markets Bond - Local Currency No 1.79
Amundi Funds - Strategic Income U USD MTD3 (D) USD Flexible Bond No 2.28
Amundi Funds - US Bond T ZAR MTD3 (D) Other Bond No 2.28
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