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 Equity Yield U Distribution USD M Global Equity Income No Yes 2.63
Schroder International Selection Fund Global Equity Yield A Distribution AUD Hedged M Other Equity No Yes 1.67
Schroder International Selection Fund Global Equity Yield U Distribution ZAR Hedged M Other Equity No Yes 2.66
Schroder International Selection Fund Global Equity Yield U Distribution AUD Hedged M Other Equity No Yes 2.66
Schroder International Selection Fund Global Equity Yield U Accumulation USD Global Equity Income No Yes 2.63
Schroder International Selection Fund Global Equity Yield A Distribution ZAR Hedged M Other Equity No Yes 1.66
ABITL Multi-Asset Umbrella Fund -European Multi-Asset Fund-AI(TWD) TWD Moderate Allocation No Yes 1.87
ABITL Multi-Asset Umbrella Fund -European Multi-Asset Fund-AI(USD) TWD Moderate Allocation No Yes 1.87
JPMorgan Funds - China Fund F (acc) - USD China Equity No Yes 2.80
JPMorgan Funds - US Aggregate Bond Fund F (inc) - USD USD Diversified Bond No 2.10
PIMCO GIS Dynamic Bond Fund H Institutional USD Accumulation Global Flexible Bond - USD Hedged No Yes 1.10
PIMCO GIS Global Bond Ex-US Fund H Institutional USD Accumulation Global Flexible Bond - USD Hedged No 0.70
Fubon AI New Trends Multi-Asset Fund USD A TWD Moderate Allocation No Yes 2.04
Fubon AI New Trends Multi-Asset Fund CNY A TWD Moderate Allocation No Yes 2.04
Fubon AI New Trends Multi-Asset Fund TWD A TWD Moderate Allocation No Yes 2.04
Fubon AI New Trends Multi-Asset Fund USD N TWD Moderate Allocation No Yes 2.04
Fubon AI New Trends Multi-Asset Fund CNY N TWD Moderate Allocation No Yes 2.04
Fubon AI New Trends Multi-Asset Fund TWD N TWD Moderate Allocation No Yes 2.04
Schroder International Selection Fund Global Disruption I Accumulation USD Global Large-Cap Growth Equity No Yes 0.06
Schroder International Selection Fund Global Disruption A Accumulation USD Global Large-Cap Growth Equity No Yes 1.84
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