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
MFS Meridian Funds - Global Intrinsic Value Fund I1 EUR Global Large-Cap Blend Equity No Yes 0.75
MFS Meridian Funds - Global Intrinsic Value Fund IH1 EUR Other Equity No Yes 0.75
BlackRock Global Funds - World Healthscience Fund I2 Sector Equity Healthcare No Yes 0.79
Janus Henderson Horizon Global Property Equities Fund I3m USD Property - Indirect Global No Yes 1.00
Amundi Funds - US Bond I2 USD (C) USD Diversified Bond No 0.56
Amundi Funds - US Bond A2 USD (C) USD Diversified Bond No 1.33
Amundi Funds - Strategic Income A USD (C) USD Flexible Bond No 1.90
Amundi Funds - Emerging Markets Local Currency Bond A USD (C) Global Emerging Markets Bond - Local Currency No No 1.77
Amundi Funds - Strategic Income I2 USD (C) USD Flexible Bond No 0.81
BNP Paribas Funds Asia Ex-Japan Equity Classic MD Distribution Asia ex-Japan Equity No Yes 1.96
Allianz Global Investors Fund - Allianz Global Intelligent Cities Income AT USD USD Moderate Allocation No Yes 1.70
Capital Aggressive Allocation Fund of Funds A TWD TWD Aggressive Allocation No Yes 1.14
Capital Aggressive Allocation Fund of Funds B TWD TWD Aggressive Allocation No Yes 1.14
Capital Aggressive Allocation Fund of Funds NB TWD TWD Aggressive Allocation No Yes 1.14
Capital Aggressive Allocation Fund of Funds A USD TWD Aggressive Allocation No Yes 1.14
Capital Aggressive Allocation Fund of Funds B USD TWD Aggressive Allocation No Yes 1.14
Capital Aggressive Allocation Fund of Funds NB USD TWD Aggressive Allocation No Yes 1.14
Cathay Target Date 2049 Fund of Funds A USD Target Date 2046+ No Yes 0.71
Cathay Target Date 2049 Fund of Funds A TWD Target Date 2046+ No Yes 0.71
Cathay Target Date 2049 Fund of Funds P TWD Target Date 2046+ No Yes 0.71
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