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
ABITL Income Umbrella Multi-asset Income Fund of Funds AD TWD TWD Moderate Allocation No No 1.58
PineBridge Emerging Market Asia-Pacific Strategic Bond A Asia Bond No 1.68
BlackRock Global Funds - World Gold Fund A2 AUD Hedged Other Equity No No 2.09
BlackRock Global Funds - European Value Fund A2 AUD Hedged Other Equity No Yes 1.81
PineBridge Emerging Market Asia-Pacific Strategic Bond B Asia Bond No 1.68
JPMorgan Funds - US Equity All Cap Fund A (acc) - USD US Large-Cap Blend Equity No No 1.73
AB - Emerging Markets Low Volatility Equity Portfolio S1 USD Acc Global Emerging Markets Equity No Yes 0.85
AB - Emerging Markets Low Volatility Equity Portfolio S USD Acc Global Emerging Markets Equity No Yes 0.12
Schroder International Selection Fund Global Dividend Maximiser AX Distribution USD M Global Equity Income No No 1.88
AB - American Growth Portfolio AD USD Inc US Large-Cap Growth Equity No Yes 1.73
AB - American Growth Portfolio AD ZAR H Inc Other Equity No Yes 1.73
AB - Emerging Markets Low Volatility Equity Portfolio A USD Acc Global Emerging Markets Equity No Yes 1.85
LionGlobal Japan Growth Fund SGD Hedged Class A Other Equity No No 1.55
DWS Invest Global Infrastructure USD FC Sector Equity Infrastructure No No 0.83
Schroder International Selection Fund European Dividend Maximiser A Distribution USD Hedged MF Other Equity No No 1.94
Fidelity Funds - Germany Fund A-Acc-USD (hedged) Other Equity No Yes 1.92
Fidelity Funds - Asia Pacific Dividend Fund A-HMDIST(G)-AUD (hedged) Other Equity No Yes 1.95
LionGlobal Japan Growth Fund USD Hedged Class A Other Equity No No 1.55
AB - Eurozone Equity Portfolio A AUD H Acc Other Equity No No 1.88
LionGlobal Japan Growth JPY Class A Japan Large-Cap Blend Equity No No 1.55
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