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 - 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 No 2.62
Amundi Funds - US Bond A2 USD MTD3 (D) USD Diversified Bond No 1.33
Amundi Funds - US Bond A2 ZAR Hgd 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 No 1.78
Amundi Funds - Strategic Income U USD MTD3 (D) USD Flexible Bond No 2.28
Amundi Funds - US Bond T ZAR Hgd MTD3 (D) Other Bond No 2.28
Amundi Funds - US Bond U ZAR Hgd 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 1.84
JPM Japan Equity A (acc) - AUD (hedged) Other Equity No Yes 1.79
Hua Nan Shiller US CAPE ETF Fund of Fund TWD Acc US Large-Cap Blend Equity No Yes 1.62
Hua Nan Shiller US CAPE ETF Fund of Fund USD Acc US Large-Cap Blend Equity No Yes 1.62
Hua Nan Shiller US CAPE ETF Fund of Fund USD Inc US Large-Cap Blend Equity No Yes 1.62
Hua Nan Shiller US CAPE ETF Fund of Fund TWD Inc US Large-Cap Blend Equity No Yes 1.62
HSBC Global Investment Funds - Global Real Estate Equity AM2 GBP Property - Indirect Global No Yes 1.90
HSBC Global Investment Funds - Global Real Estate Equity AM2 EUR Property - Indirect Global No Yes 1.90
JPM US Aggregate Bond A (acc) - AUD (hedged) Other Bond No 1.11
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