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
UPAMC Global Innovative Tech Fund CNH Sector Equity Technology No Yes 2.29
PGIM Global Select Real Estate Securities Fund USD A Accumulation Property - Indirect Global No Yes 1.17
PineBridge Global Multi -Asset Fund B USD TWD Moderate Allocation No Yes 1.36
PineBridge Global Multi -Asset Fund A USD TWD Moderate Allocation No Yes 1.36
PineBridge Global Multi -Asset Fund A CNH TWD Moderate Allocation No Yes 1.36
Fidelity Funds - Global Focus Fund A-Acc-EUR (hedged) Other Equity No No 1.91
UPAMC Global Innovative Tech Fund USD Sector Equity Technology No Yes 2.29
Fidelity Funds - Global Focus Fund A-Acc-USD Global Large-Cap Blend Equity No No 1.91
Capital Global Real Estate Income Fund TWD Acc Property - Indirect Global No Yes 2.11
Schroder International Selection Fund Global Gold A Accumulation EUR Hedged Other Equity No No 1.87
Capital Global Real Estate Income Fund CNH Acc Property - Indirect Global No Yes 2.11
Schroder International Selection Fund Global Gold C Accumulation USD Sector Equity Precious Metals No No 1.04
Capital Global Real Estate Income Fund USD Acc Property - Indirect Global No Yes 2.11
Schroder International Selection Fund Global Gold A Accumulation USD Sector Equity Precious Metals No No 1.84
Capital Global Real Estate Income Fund CNH Inc Property - Indirect Global No Yes 2.11
Capital Global Real Estate Income Fund TWD Inc Property - Indirect Global No Yes 2.11
Schroder International Selection Fund Global Gold I Accumulation USD Sector Equity Precious Metals No No 0.06
Ninety One Global Strategy Fund - Global Managed Income Fund A Inc-3 USD USD Cautious Allocation No No 1.60
Taishin Global Multi-asset Fund of Funds TWD A TWD Moderate Allocation No No 1.29
Fuh Hwa Global IoT and Tech Fund TWD Sector Equity Technology No Yes 2.26
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