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
Invesco Funds - Invesco Global Income Fund C Accumulation USD EUR Moderate Allocation - Global No No 1.07
Invesco Global Technology Fund Acc TWD Sector Equity Technology No Yes 2.02
Invesco Global Technology Fund Acc USD Sector Equity Technology No Yes 2.02
Invesco Global Technology Fund M8 TWD Sector Equity Technology No Yes 2.02
Invesco Global Technology Fund M8 USD Sector Equity Technology No Yes 2.02
Invesco China New Perspective Equity Fund A Annual Distribution USD China Equity No Yes 2.25
PIMCO GIS Balanced Income and Growth Fund M Retail USD Income II USD Moderate Allocation No Yes 1.60
PIMCO GIS Balanced Income and Growth Fund M Retail USD Income USD Moderate Allocation No Yes 1.60
Yuanta Taiwan High Dividend Low Volatility ETF Fund A Taiwan Large-Cap Equity No No 0.06
Yuanta Taiwan High Dividend Low Volatility ETF Fund B Taiwan Large-Cap Equity No No 0.06
Janus Henderson Capital Funds plc - Flexible Income Fund Class A6m USD USD Diversified Bond No 1.15
JPMorgan (Taiwan) Japan Brilliance - Digit Japan Large-Cap Growth Equity No No 2.15
JPMorgan Funds - Japan Equity Fund F (acc) - USD (hedged) Other Equity No Yes 2.82
PIMCO GIS Balanced Income and Growth Fund M Retail Decumulation USD Income USD Moderate Allocation No Yes 1.60
PIMCO GIS Balanced Income and Growth Fund BM Retail Decumulation USD Income USD Moderate Allocation No Yes 2.60
BlackRock Global Funds - BGF World Technology Fund B2 USD Sector Equity Technology No Yes 2.80
Allianz Global Investors Fund - Allianz Global Intelligent Cities Income BMf9 USD USD Moderate Allocation No Yes 2.70
BlackRock Global Funds - Emerging Markets Ex-China Fund A2 USD Global Emerging Markets ex-China Equity No Yes 1.86
BlackRock Global Funds - Emerging Markets Ex-China Fund A2 Hedged EUR Acc Other Equity No Yes 1.88
BlackRock Global Funds - World Healthscience Fund B2 USD Sector Equity Healthcare No Yes 2.81
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