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
Schroder International Selection Fund Global Dividend Maximiser A Distribution AUD Hedged MFC Other Equity No No 1.91
JPMorgan Funds - US Equity All Cap Fund C (acc) - USD US Large-Cap Blend Equity No No 0.79
AB - American Growth Portfolio AD AUD H Inc Other Equity No Yes 1.73
Capital Group Emerging Markets Growth Fund (LUX) Z Global Emerging Markets Equity No Yes 1.00
AB FCP I - Short Duration Bond Portfolio SA DIST USD Global Diversified Bond - USD Hedged No No 0.10
JPM Europe Equity C (acc) - USD (hedged) Other Equity No No 0.70
JPM Europe Equity A (acc) - USD (hedged) Other Equity No No 1.31
AB - American Growth Portfolio SD USD Inc US Large-Cap Growth Equity No Yes 0.04
Ninety One Global Strategy Fund - European Equity Fund I Acc EUR Europe Large-Cap Blend Equity No Yes 1.00
Schroder International Selection Fund European Smaller Companies A Accumulation USD Hedged Other Equity No Yes 1.88
Eastspring Investments - Global Emerging Markets Bond Fund - ADMC1 Global Emerging Markets Bond No 1.50
Eastspring Investments - Global Emerging Markets Bond Fund - ANDMC1 (hedged) Other Bond No 1.50
Taishin CSI Lead Cons and Serv Ind TWD China Equity - A Shares No Yes 1.80
Eastspring Investments - Global Emerging Markets Bond Fund - AZDMC1 (hedged) Other Bond No 1.50
Eastspring Investments - Global Emerging Markets Bond Fund - AADMC1 (hedged) Other Bond No 1.50
Hun Nan China A Share Equity Fund TWD China Equity - A Shares No No 2.11
ABITL Emerging Market Corporate Debt Fund AA USD Global Emerging Markets Corporate Bond No No 1.83
Ninety One Global Strategy Fund - Emerging Markets Corporate Debt Fund C Inc-2 AUD Hedged (IRD) Other Bond No No 2.80
Ninety One Global Strategy Fund - Emerging Markets Corporate Debt Fund C Inc-2 ZAR Hedged (IRD) Other Bond No No 2.80
Allianz Global Investors Fund - Allianz Best Styles Global Equity A EUR Global Large-Cap Blend Equity No No 1.35
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