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
Fidelity Funds - Global Focus Fund A-Acc-EUR (hedged) Other Equity No No 1.91
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 2.10
Capital Global Real Estate Income Fund CNH Acc Property - Indirect Global No Yes 2.10
Capital Global Real Estate Income Fund USD Acc Property - Indirect Global No Yes 2.10
Capital Global Real Estate Income Fund CNH Inc Property - Indirect Global No Yes 2.10
Capital Global Real Estate Income Fund TWD Inc Property - Indirect Global No Yes 2.10
Taishin Global Multi-asset Fund of Funds TWD A TWD Moderate Allocation No No 1.24
Fuh Hwa Global IoT and Tech Fund TWD Sector Equity Technology No Yes 2.26
Taishin Global Multi-asset Fund of Funds TWD B TWD Moderate Allocation No No 1.24
Fuh Hwa Global IoT and Tech Fund USD Sector Equity Technology No Yes 2.26
Taishin Global Multi-asset Fund of Funds USD B TWD Moderate Allocation No No 1.24
PineBridge Global Dynamic Asset Allocation Fund ADC USD Flexible Allocation No Yes 1.98
Taishin Global Multi-asset Fund of Funds USD A TWD Moderate Allocation No No 1.24
Capital Global Real Estate Income Fund USD Inc Property - Indirect Global No Yes 2.10
Schroder International Selection Fund Japanese Equity A Accumulation JPY Japan Large-Cap Blend Equity No Yes 1.60
Schroder International Selection Fund Global Bond A Accumulation USD Global Diversified Bond No 0.98
Invesco Funds - Invesco Pan European Small Cap Equity Fund A Accumulation EUR Europe Small-Cap Equity No Yes 2.06
BlackRock Global Funds - US Dollar Bond Fund A2 USD USD Diversified Bond No No 1.05
Templeton Global Fund A(acc)USD Global Large-Cap Blend Equity No Yes 1.81
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