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
Nomura Funds Ireland plc - Japan Strategic Value Fund Class I JPY Japan Large-Cap Equity No No 1.02
JPMorgan Funds - Global Healthcare Fund A (acc) - USD Sector Equity Healthcare No Yes 1.70
PIMCO GIS Diversified Income Fund E Class EUR (Hedged) Income Global Flexible Bond - EUR Hedged No 1.60
Fuh Hua Strategic High Income Fund of Funds Other Bond No No 1.37
First Eagle Amundi International Fund Class IU-C Shares USD Aggressive Allocation No No 1.52
Pictet - Global High Yield R GlobalD Global High Yield Bond No 0.92
Allianz Global Investors Global Resources Trends Fund Sector Equity Natural Resources No No 2.28
JPMorgan Funds - Aggregate Bond Fund A (acc) - USD Global Diversified Bond - USD Hedged No 0.89
Manulife Asia Pacific Bond Fund-A(TWD) Asia Bond No No 1.18
Yuanta India India Equity No No 2.30
First Eagle Amundi International Fund Class IHE-C Shares EUR Aggressive Allocation - Global No No 1.49
FSSA Asian Growth Fund Class IV (Accumulation) USD Asia ex-Japan Equity No Yes 2.11
Manulife Asia Pacific Bond Fund-A(TWD) Asia Bond No No 1.18
BlackRock Global Funds - Global Allocation Fund A2 AUD Hedged Other Allocation No No 1.77
HSBC Global Investment Funds - Asia Pacific ex Japan Equity High Dividend IC Asia-Pacific ex-Japan Equity Income No No 1.00
Capital Chinese Golden Age Equity China Equity No No 2.07
UBS (Lux) Equity SICAV - USA Growth (USD) I-A1-acc US Large-Cap Growth Equity No Yes 0.71
Yuanta Emerging Asia Fund Asia ex-Japan Equity No No 2.41
Franklin Strategic Income Fund Z(acc)USD USD Flexible Bond No 1.07
Eurizon Fund - Equity Emerging Markets Smart Volatility Class Unit R2 USD Accumulation Global Emerging Markets Equity No No 1.75
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