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
Franklin Global Real Estate Fund A(Qdis)USD Property - Indirect Global No Yes 1.89
Janus Henderson Horizon Global Property Equities Fund A2 USD Property - Indirect Global No Yes 2.06
JPMorgan Thailand (acc) - USD Thailand Equity No No 1.68
Allianz Global Investors Fund - Allianz Total Return Asian Equity A USD Asia ex-Japan Equity No No 2.11
Natixis International Funds (Lux) I - Harris Associates Global Equity Fund R/A (EUR) Global Large-Cap Value Equity No Yes 2.20
Templeton BRIC Fund A(acc)USD Other Equity No No 2.48
Schroder International Selection Fund US Small & Mid-Cap Equity A Accumulation EUR US Mid-Cap Equity No No 1.84
Schroder International Selection Fund Latin American A Accumulation EUR Latin America Equity No No 1.88
HSBC Global Investment Funds - Indian Equity ID India Equity No No 1.05
GAM Star Fund plc - GAM Star Global Equity Ordinary GBP Acc Global Large-Cap Blend Equity No Yes 1.98
Schroder International Selection Fund Global Energy A Accumulation USD Sector Equity Energy No No 1.85
Schroder International Selection Fund Global Energy A1 Accumulation USD Sector Equity Energy No No 2.35
Nomura Funds Ireland – India Equity Fund I Share USD India Equity No No 0.93
Shin Kong Global Biotech & Health Care Fund USD Sector Equity Healthcare No Yes 2.13
Invesco Funds - Invesco Global Investment Grade Corporate Bond Fund C Quarterly Distribution USD Global Corporate Bond - USD Hedged No No 0.78
Capital Golden Choice Balance Fund USD B TWD Moderate Allocation No No 2.04
Capital Golden Choice Balance Fund TWD A TWD Moderate Allocation No No 2.04
Capital Golden Choice Balance Fund CNH B TWD Moderate Allocation No No 2.04
Capital Golden Choice Balance Fund USD A TWD Moderate Allocation No No 2.04
Capital Golden Choice Balance Fund CNH A TWD Moderate Allocation No No 2.04
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