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 TW - Real Asset Target Income Fund- N2 AUD (C) TWD Aggressive Allocation No No 2.06
Amundi TW - Real Asset Target Income Fund- ND AUD (D) TWD Aggressive Allocation No No 2.06
Amundi TW - Real Asset Target Income Fund- A2 ZAR (C) TWD Aggressive Allocation No No 2.06
Amundi TW - Real Asset Target Income Fund- AD ZAR (D) TWD Aggressive Allocation No No 2.06
Amundi TW - Real Asset Target Income Fund- N2 ZAR (C) TWD Aggressive Allocation No No 2.06
Amundi TW - Real Asset Target Income Fund- ND ZAR (D) TWD Aggressive Allocation No No 2.06
Union APEC Balanced Fund CNH B Other Allocation No No 1.87
Union APEC Balanced Fund USD A TWD Moderate Allocation No No 1.87
Union APEC Balanced Fund USD B TWD Moderate Allocation No No 1.87
T. Rowe Price Funds SICAV - US Aggregate Bond Fund A USD USD Diversified Bond No 0.76
Franklin Innovation Fund A(acc) USD US Large-Cap Growth Equity No Yes 1.80
Franklin Innovation Fund I(acc) USD US Large-Cap Growth Equity No Yes 0.85
AB SICAV I - Low Volatility Equity Portfolio ED ZAR H Inc Other Equity No No 2.69
Neuberger Berman US Small Cap Fund Class AUD B Accumulating - Hedged Other Equity No No 2.93
Natixis International Funds (Lux) I - Natixis Pacific Rim Equity Fund R/D (USD) Pacific ex-Japan Equity No Yes 1.85
Amundi Funds - US Bond A2 AUD Hgd MTD3 (D) Other Bond No 1.33
Amundi Funds - US Bond B AUD Hgd MTD3 (D) Other Bond No 2.28
Amundi Funds - US Bond U AUD Hgd MTD3 (D) Other Bond No 2.28
Amundi Funds - US Bond B ZAR Hgd MTD3 (D) Other Bond No 2.28
AB SICAV I - Low Volatility Total Return Equity Portfolio AD AUD H D Equity Market Neutral Other No No 1.87
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