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
Goldman Sachs Global Equity Income - X Dis(M) USD Global Equity Income No No 2.30
MFS Meridian Funds - European Research Fund IH1 USD Other Equity No No 0.87
Fubon Asia Pacific Investment Grade Bond Fund-A(USD) China Bond No No 1.26
Fubon Asia Pacific Investment Grade Bond Fund-B(USD) China Bond No No 1.26
Allianz Global Investors All Seasons Double Income Fund of Funds TWD A TWD Moderate Allocation No No 1.08
Ninety One Global Strategy Fund - Global Managed Income Fund I Acc USD USD Cautious Allocation No No 0.89
Fidelity Funds - European Smaller Companies Fund A-Acc-USD (hedged) Other Equity No Yes 1.92
Ninety One Global Strategy Fund - Emerging Markets Corporate Debt Fund I Acc EUR Global Emerging Markets Corporate Bond No No 1.00
Allianz Global Investors All Seasons Double Income Fund of Funds TWD B TWD Moderate Allocation No No 1.08
JPMorgan Funds - Europe Equity Fund C (acc) - USD Europe Large-Cap Blend Equity No No 0.70
BNP Paribas Funds Japan Equity Classic H USD Capitalisation Other Equity No Yes 1.99
Fidelity Funds - European Growth Fund A-Acc-USD (hedged) Other Equity No No 1.89
Fidelity Funds - Global Income Fund A-MINCOME(G)-USD (hedged) Global Flexible Bond - USD Hedged No 1.32
Capital Global Biotech Fund TWD Sector Equity Healthcare No Yes 2.28
Capital Global Biotech Fund USD Sector Equity Healthcare No Yes 2.28
PIMCO GIS Global Investment Grade Credit Fund M Retail USD Income II Global Corporate Bond - USD Hedged No No 1.40
PIMCO GIS Diversified Income Fund M Retail USD Income II Global Flexible Bond - USD Hedged No 1.60
PIMCO GIS Emerging Markets Bond Fund M Retail USD Income II Global Emerging Markets Bond No 1.70
JPMorgan Funds - Emerging Markets Investment Grade Bond Fund A (mth) - USD Global Emerging Markets Bond No No 1.10
AB - Japan Strategic Value Portfolio AD AUD H Inc Other Equity No No 1.70
© Copyright 2024 Morningstar Asia Ltd. All rights reserved.

Terms of Use        Privacy Policy         Disclosures