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
BlackRock Global Funds - ESG Multi-Asset Fund A10 USD Hedged Inc USD Moderate Allocation Yes Yes 1.51
AB SICAV I - Sustainable All Market Portfolio AI AUD H Other Allocation Yes Yes 1.70
AB SICAV I - Sustainable All Market Portfolio AI USD H USD Moderate Allocation Yes Yes 1.70
AB SICAV I - Sustainable All Market Portfolio EI AUD H Other Allocation Yes Yes 2.70
AB SICAV I - Sustainable All Market Portfolio EI USD H USD Moderate Allocation Yes Yes 2.70
CTBC ESG Carbon Transition Multi-Asset Fund-TWD A TWD Moderate Allocation Yes Yes 1.97
CTBC ESG Carbon Transition Multi-Asset Fund-TWD B TWD Moderate Allocation Yes Yes 1.97
CTBC ESG Carbon Transition Multi-Asset Fund-TWD NB TWD Moderate Allocation Yes Yes 1.97
CTBC ESG Carbon Transition Multi-Asset Fund-USD A TWD Moderate Allocation Yes Yes 1.97
CTBC ESG Carbon Transition Multi-Asset Fund-USD NB TWD Moderate Allocation Yes Yes 1.97
CTBC ESG Carbon Transition Multi-Asset Fund-USD B TWD Moderate Allocation Yes Yes 1.97
Fidelity (Taiwan) Sustainable Global Equity Income Fund A-ACC-TWD Global Equity Income Yes Yes 2.16
Fidelity (Taiwan) Sustainable Global Equity Income Fund A-MCDIST(G)-TWD Global Equity Income Yes Yes 2.16
Fidelity (Taiwan) Sustainable Global Equity Income Fund N-ACC-TWD Global Equity Income Yes Yes 2.16
Fidelity (Taiwan) Sustainable Global Equity Income Fund N-MCDIST(G)-TWD Global Equity Income Yes Yes 2.16
Fidelity (Taiwan) Sustainable Global Equity Income Fund A-MCDIST(G)-USD Global Equity Income Yes Yes 2.16
Fidelity (Taiwan) Sustainable Global Equity Income Fund A-ACC-USD Global Equity Income Yes Yes 2.16
Fidelity (Taiwan) Sustainable Global Equity Income Fund N-MCDIST(G)-USD Global Equity Income Yes Yes 2.16
Fidelity (Taiwan) Sustainable Global Equity Income Fund N-ACC-USD Global Equity Income Yes Yes 2.16
BlackRock Global Funds - Sustainable Energy Fund X10 USD Sector Equity Alternative Energy Yes No 0.06
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