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
Templeton Global Climate Change Fund F(acc)USD-H1 Other Equity Yes No 2.81
AXA World Funds - ACT Clean Economy BL Capitalisation USD Sector Equity Ecology Yes No 2.80
UBS (Lux) Strategy Fund - Growth Sustainable (USD) I-A1 dist USD Aggressive Allocation Yes No 1.10
UBS (Lux) Strategy Fund - Balanced (USD) I-A1-dist USD Moderate Allocation Yes No 1.00
FSITC Global Sustainable Impact Investment Multi-Asset Fund-B-TWD TWD Moderate Allocation Yes No 2.04
FSITC Global Sustainable Impact Investment Multi-Asset Fund-A-TWD TWD Moderate Allocation Yes No 2.04
FSITC Global Sustainable Impact Investment Multi-Asset Fund-B-USD TWD Moderate Allocation Yes No 2.04
FSITC Global Sustainable Impact Investment Multi-Asset Fund-A-USD TWD Moderate Allocation Yes No 2.04
FSITC Global Sustainable Impact Investment Multi-Asset Fund-A-TWD-I TWD Moderate Allocation Yes No 2.04
GS Gbl Social Impact EQ-XDisMAUD(HGii) Other Equity Yes Yes 2.31
GS Gbl Social Impact EQ-X Dis(M) USD Global Flex-Cap Equity Yes Yes 2.29
Yuanta FTSE4Good TIP Taiwan ESG ETF Feeder Fund B Taiwan Large-Cap Equity Yes Yes 0.08
Yuanta FTSE4Good TIP Taiwan ESG ETF Feeder Fund A Taiwan Large-Cap Equity Yes Yes 0.08
Goldman Sachs Global Social Impact Equity - Y Cap USD Global Flex-Cap Equity Yes Yes 3.30
BlackRock Global Funds - ESG Multi-Asset Fund B10 USD Hedged Acc USD Moderate Allocation Yes Yes 2.52
Pictet - Clean Energy Transition B USD Sector Equity Alternative Energy Yes No 3.70
Mega ESG Taiwan-U.S. Sustainable Double Profits Multi-Asset Fund TWD Dis TWD Moderate Allocation Yes Yes 0.22
Mega ESG Taiwan-U.S. Sustainable Double Profits Multi-Asset Fund TWD Acc TWD Moderate Allocation Yes Yes 0.22
Mega ESG Taiwan-U.S. Sustainable Double Profits Multi-Asset Fund USD Acc TWD Moderate Allocation Yes Yes 0.22
Mega ESG Taiwan-U.S. Sustainable Double Profits Multi-Asset Fund TWD N Dis TWD Moderate Allocation Yes Yes 0.22
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