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
Amundi Funds - US Bond U ZAR MTD3 (D) Other Bond No 2.28
Amundi Funds - US Bond U USD MTD3 (D) USD Diversified Bond No 2.28
Amundi Funds - US Bond T USD MTD3 (D) USD Diversified Bond No 2.28
Nomura Global Multi-Asset Dynamically Balanced Fund TWD S Acc TWD Moderate Allocation No Yes 1.83
JPM Japan Equity A (acc) - AUD (hedged) Other Equity No No 1.80
HSBC Global Investment Funds - Global Real Estate Equity AM2 GBP Property - Indirect Global No Yes 1.89
HSBC Global Investment Funds - Global Real Estate Equity AM2 EUR Property - Indirect Global No Yes 1.89
JPM US Aggregate Bond A (acc) - AUD (hedged) Other Bond No 1.10
Fubon China Growth Fund USD Greater China Equity No No 2.04
Robeco BP US Premium Equities IM $ US Large-Cap Value Equity No Yes 0.22
Robeco Emerging Markets Equities IM $ Global Emerging Markets Equity No Yes 1.13
Neuberger Berman Strategic Income Fund AUD A (Monthly) Distributing Class Other Bond No 1.12
Neuberger Berman Strategic Income Fund EUR A (Monthly) Distributing Class Other Bond No 1.12
Fuh Hwa Olympic II Fund of Funds TWD B TWD Moderate Allocation No Yes 1.06
GAM Star Fund plc - GAM Star Japan Leaders Class Institutional EUR Accumulation Japan Large-Cap Equity No Yes 1.14
Capital China New Opportunities Fund N TWD China Equity No No 2.07
Capital China New Opportunities Fund N USD China Equity No No 2.07
Capital China New Opportunities Fund N CNH China Equity No No 2.07
Cathay Mandarin CNH China Equity No No 2.07
Cathay China Domestic Demand Growth Fund CNH China Equity No Yes 2.04
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