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
JPMorgan Sustainable Infrastructure Acc USD Sector Equity Infrastructure Yes No 1.26
UBS (Lux) Strategy Fund - Yield Sustainable (USD) P-mdist USD Cautious Allocation Yes Yes 1.54
TCB Environmental & Socially Responsible Multi-Asset Fund NA TWD TWD Moderate Allocation Yes Yes 2.07
TCB Environmental & Socially Responsible Multi-Asset Fund NA USD TWD Moderate Allocation Yes Yes 2.07
AB SICAV I-Sustainable Global Thematic Portfolio A EUR Acc Global Large-Cap Growth Equity Yes Yes 1.90
AB SICAV I-Sustainable Global Thematic Portfolio AX EUR Acc Global Large-Cap Growth Equity Yes Yes 1.90
BlackRock Global Funds - Sustainable Energy Fund A10 USD Sector Equity Alternative Energy Yes No 1.97
Fidelity Funds - Sustainable Asia Equity Fund B Acc USD Asia ex-Japan Equity Yes Yes 2.91
Fidelity Funds - Sustainable Health Care Fund B-Acc-USD Sector Equity Healthcare Yes Yes 2.91
Hua Nan Taiwan Environmental Sustainability and High Dividend Index Fund TWD-A Taiwan Large-Cap Equity Yes No 1.15
Hua Nan Taiwan Environmental Sustainability and High Dividend Index Fund TWD-B Taiwan Large-Cap Equity Yes No 1.15
AXA World Funds - ACT Clean Economy BL Capitalisation USD Sector Equity Ecology Yes No 2.80
Fidelity Funds - Sustainable Global Dividend Plus Fund B-Acc-USD Global Equity Income Yes No 2.95
Fidelity Funds - Sustainable Global Dividend Plus Fund B-MCDIST(G)-USD Global Equity Income Yes No 2.95
GS Gbl Social Impact EQ-XDisMAUD(HGii) Global Flex-Cap Equity Yes Yes 2.32
GS Gbl Social Impact EQ-X Dis(M) USD Global Flex-Cap Equity Yes Yes 2.30
Yuanta FTSE4Good TIP Taiwan ESG ETF Feeder Fund B Taiwan Large-Cap Equity Yes Yes 0.00
Yuanta FTSE4Good TIP Taiwan ESG ETF Feeder Fund A Taiwan Large-Cap Equity Yes Yes 0.00
Goldman Sachs Global Social Impact Equity - Y Cap USD Global Flex-Cap Equity Yes Yes 2.30
Fidelity Funds - Sustainable Japan Equity Fund A-JPY SGD Japan Large-Cap Equity Yes Yes 1.92
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