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
Taishin Global Multi-asset Fund of Funds TWD B TWD Moderate Allocation No No 1.29
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 1.29
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 1.29
Capital Global Real Estate Income Fund USD Inc Property - Indirect Global No Yes 2.11
Schroder International Selection Fund Japanese Equity A Accumulation JPY Japan Large-Cap Equity No Yes 1.60
Schroder International Selection Fund Global Bond A Accumulation USD Global Diversified Bond No 1.00
BlackRock Global Funds - US Dollar Bond Fund A2 USD Diversified Bond No 1.08
Templeton Global Fund A(acc)USD Global Large-Cap Blend Equity No No 1.83
Schroder International Selection Fund US Dollar Bond A Accumulation USD USD Diversified Bond No 0.95
BlackRock Global Funds - Asian Dragon Fund A2 Asia ex-Japan Equity No No 1.85
BlackRock Global Funds - Global Allocation Fund A2 USD Moderate Allocation No No 1.77
Schroder International Selection Fund Asian Opportunities A Accumulation USD Asia ex-Japan Equity No Yes 1.86
Schroder International Selection Fund EURO Bond A Accumulation EUR EUR Diversified Bond No 0.96
Templeton Euroland Fund A (Acc) EUR Eurozone Large-Cap Equity No Yes 1.87
Schroder International Selection Fund Asian Opportunities A Distribution USD AV Asia ex-Japan Equity No Yes 1.86
abrdn SICAV I - Global Innovation Equity Fund A Acc USD Global Large-Cap Growth Equity No Yes 1.92
BlackRock Global Funds - US Basic Value Fund A2 US Large-Cap Value Equity No No 1.81
Fidelity Funds - ASEAN Fund A-DIST-USD ASEAN Equity No Yes 1.94
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