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
UBS (Lux) Equity SICAV - US Opportunity (USD) I-A1-acc US Large-Cap Blend Equity No Yes 0.85
abrdn SICAV I - Emerging Markets Smaller Companies Fund X Acc USD Global Emerging Markets Small/Mid-Cap Equity No No 1.20
Eastspring Investments - US Corporate Bond Fund - B USD Corporate Bond No 0.70
abrdn SICAV I - Global Innovation Equity Fund X Acc USD Global Large-Cap Growth Equity No Yes 0.92
UBS (Lux) Bond SICAV - USD Corporates (USD) P-m-dist USD Corporate Bond No 1.16
abrdn SICAV I - Asian Smaller Companies Fund X Acc USD Asia ex-Japan Small/Mid-Cap Equity No Yes 1.19
FTGF Western Asset Asian Opportunities Fund Class A US$ Distributing (M) Plus Asia Bond - Local Currency No 1.37
PIMCO GIS Diversified Income Fund M Retail AUD (Hedged) Income Other Bond No 1.60
BlackRock Global Funds - Euro Bond Fund A2 USD Hedged Other Bond No 0.98
BlackRock Global Funds - Euro Bond Fund D2 USD Hedged Other Bond No 0.63
Eastspring Investments - US Corporate Bond Fund - ADMC1 USD Corporate Bond No 1.20
SinoPac Emerging Markets Corporate Bond Fund-Distribution-TWD Global Emerging Markets Corporate Bond No No 1.93
SinoPac Emerging Markets Corporate Bond Fund-Accumulation-TWD Global Emerging Markets Corporate Bond No No 1.93
First Sentier Asian Quality Bond Fund Class I (Distributing) USD Asia Bond No No 1.06
AB - Global Plus Fixed Income Portfolio S1 USD Acc Global Diversified Bond - USD Hedged No 0.58
AB - Global Plus Fixed Income Portfolio S USD Acc Global Diversified Bond - USD Hedged No 0.08
Franklin Strategic Income Fund A(Mdis)AUD-H1 Other Bond No 1.35
T. Rowe Price Funds SICAV - US Large Cap Value Equity Fund Q USD US Large-Cap Value Equity No No 0.82
Schroder International Selection Fund Global Bond A Accumulation USD Hedged Global Diversified Bond - USD Hedged No 1.03
Fidelity Funds - Global Income Fund A-MINCOME(G)-USD Global Flexible Bond No 1.32
© Copyright 2024 Morningstar Asia Ltd. All rights reserved.

Terms of Use        Privacy Policy         Disclosures