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
Neuberger Berman Strategic Income Fund ZAR A (Monthly) Distributing Class USD Flexible Bond No 1.13
Neuberger Berman Strategic Income Fund ZAR E (Monthly) Distributing Class USD Flexible Bond No 2.18
Janus Henderson Capital Funds plc - Balanced Fund Class T6m USD USD Moderate Allocation No Yes 2.83
BlackRock Global Funds - World Healthscience Fund B2 USD Sector Equity Healthcare No Yes 2.81
Union US Preferred Investment Grade Bond-ND USD USD Corporate Bond No Yes 0.00
Union US Preferred Investment Grade Bond-ND TWD USD Corporate Bond No Yes 0.00
Union US Preferred Investment Grade Bond-A TWD USD Corporate Bond No Yes 0.00
Union US Preferred Investment Grade Bond-A USD USD Corporate Bond No Yes 0.00
Union US Preferred Investment Grade Bond-B TWD USD Corporate Bond No Yes 0.00
Union US Preferred Investment Grade Bond-NA TWD USD Corporate Bond No Yes 0.00
Union US Preferred Investment Grade Bond-B USD USD Corporate Bond No Yes 0.00
Union US Preferred Investment Grade Bond-NA USD USD Corporate Bond No Yes 0.00
SinoPac Innovative Healthcare Multi-Asset Fund-Distribution-TWD-N Other Allocation No Yes 0.00
SinoPac Innovative Healthcare Multi-Asset Fund-Accumulation-RMB-N Other Allocation No Yes 0.00
SinoPac Innovative Healthcare Multi-Asset Fund-Distribution-TWD Other Allocation No Yes 0.00
SinoPac Innovative Healthcare Multi-Asset Fund-Accumulation-USD-N Other Allocation No Yes 0.00
SinoPac Innovative Healthcare Multi-Asset Fund-Accumulation-USD Other Allocation No Yes 0.00
SinoPac Innovative Healthcare Multi-Asset Fund-Accumulation-TWD Other Allocation No Yes 0.00
SinoPac Innovative Healthcare Multi-Asset Fund-Distribution-USD-N Other Allocation No Yes 0.00
SinoPac Innovative Healthcare Multi-Asset Fund-Distribution-ZAR Other Allocation No Yes 0.00
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