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 Global Dividend Maximiser CX Distribution USD M Global Equity Income No Yes 1.06
DWS Invest Gold and Precious Metals Equities USD TFC Sector Equity Precious Metals No No 0.88
Pictet-Premium Brands HI USD Other Equity No Yes 1.15
KGI Cloud Force Fund USD B Sector Equity Technology No Yes 2.30
Amundi Funds - Emerging Markets Local Currency Bond B USD MTD3 (D) Global Emerging Markets Bond - Local Currency No 2.63
Amundi Funds - US Bond B USD MTD3 (D) USD Diversified Bond No 2.28
Amundi Funds - Strategic Income B USD MTD3 (D) USD Flexible Bond No 2.28
Morgan Stanley Investment Funds - Global Balanced Income Fund AHRM (USD) USD Flexible Allocation No No 1.77
Morgan Stanley Investment Funds - Global Balanced Income Fund AHRM (AUD) Other Allocation No No 1.77
Invesco Funds - Invesco Asia Opportunities Equity Fund A Semi Distribution USD Asia ex-Japan Equity No Yes 2.01
UPAMC Great China Small-Mid Cap Fund CNY Greater China Equity No No 2.08
UPAMC China Fund USD China Equity No No 2.14
UPAMC GREAT CHINA Fund USD Greater China Equity No Yes 1.96
UPAMC Great China Small-Mid Cap Fund USD Greater China Equity No No 2.08
UPAMC China Fund CNY China Equity No No 2.14
UPAMC GREAT CHINA Fund CNY Greater China Equity No Yes 1.96
M&G (Lux) Optimal Income Fund EUR A Acc EUR Cautious Allocation - Global No 1.34
M&G (Lux) Japan Fund EUR A Acc Japan Large-Cap Equity No Yes 1.71
M&G (Lux) Optimal Income Fund USD C-H Acc USD Cautious Allocation No 0.85
M&G (Lux) Optimal Income Fund USD A-H Acc USD Cautious Allocation No 1.36
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