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
AB - Global Real Estate Securities Portfolio AD AUD H Inc Property - Indirect Other No Yes 2.00
TCB Fund of Emerging Markets Bond Fund B TWD Global Emerging Markets Bond No No 1.38
TCB Fund of Emerging Markets Bond Fund A TWD Global Emerging Markets Bond No No 1.38
Ninety One Global Strategy Fund - Global Managed Income Fund A Acc USD USD Cautious Allocation No No 1.60
Fuh Hwa Global Consumer Fund TWD Sector Equity Consumer Goods & Services No Yes 2.28
JPMorgan Funds - Global Short Duration Bond Fund I (acc) - USD Global Diversified Bond - USD Hedged No Yes 0.41
Fidelity Funds - Global Financial Services Fund A-DIST-USD Sector Equity Financial Services No No 1.90
JPMorgan Funds - Aggregate Bond Fund I (acc) - USD Global Diversified Bond - USD Hedged No 0.47
JPMorgan Funds - US Growth Fund I (acc) - USD US Large-Cap Growth Equity No Yes 0.76
Fidelity Funds - World Fund Y-DIST-EUR Global Large-Cap Blend Equity No No 1.04
Fidelity Funds - European Larger Companies Fund Y-DIST-EUR Europe Large-Cap Blend Equity No No 1.07
JPM America Equity A (acc) - AUD (Hedged) Other Equity No No 1.80
Goldman Sachs Global Equity Income - X Dis(M) AUD (hedged ii) Other Equity No No 2.32
abrdn SICAV I - North American Smaller Companies Fund A Acc USD US Small-Cap Equity No No 1.67
Goldman Sachs Eurozone Equity Income - X Dis(M) AUD (hedged i) Other Equity No No 2.32
JPM Global Government Bond I (acc) - USD (hedged) Global Government Bond - USD Hedged No 0.36
Fidelity Funds - Global Multi Asset Income Fund A-Acc-EUR (hedged) EUR Moderate Allocation - Global No No 1.74
JPMorgan Funds - Europe Small Cap Fund A (acc) - USD Europe Small-Cap Equity No No 1.81
Goldman Sachs Eurozone Equity Income - X Dis(M) EUR Eurozone Large-Cap Equity No No 2.30
MFS Meridian Funds - European Research Fund AH1 USD Other Equity No No 1.96
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