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
Nomura Funds Ireland plc - Japan Strategic Value Fund Class I USD Japan Large-Cap Equity No No 1.02
AB - Japan Strategic Value Portfolio AD USD H Inc Other Equity No No 1.70
Allianz Global Investors Fund - Allianz Total Return Asian Equity AM (H2-AUD) Other Equity No No 2.11
AB - Japan Strategic Value Portfolio AD NZD H Inc Other Equity No No 1.70
AB - Japan Strategic Value Portfolio AD JPY Inc Japan Large-Cap Equity No No 1.70
BlackRock Global Funds - World Mining Fund A2 AUD Hedged Other Equity No No 2.07
Allianz Global Investors Fund - Allianz Total Return Asian Equity AM USD Asia ex-Japan Equity No No 2.11
BlackRock Global Funds - World Energy Fund A2 AUD Hedged Other Equity No No 2.06
Allianz Interglobal P EUR Global Large-Cap Growth Equity No Yes 1.09
ABITL Income Umbrella Multi-asset Income Fund of Funds A2 TWD TWD Moderate Allocation No No 1.56
BlackRock Global Funds - Asian Dragon Fund A2 AUD Hedged Other Equity No No 1.85
ABITL Income Umbrella Multi-asset Income Fund of Funds AD TWD TWD Moderate Allocation No No 1.56
BlackRock Global Funds - World Gold Fund A2 AUD Hedged Other Equity No No 2.07
JPMorgan Funds - US Equity All Cap Fund A (acc) - USD US Large-Cap Blend Equity No No 1.74
AB - Emerging Markets Low Volatility Equity Portfolio S1 USD Acc Global Emerging Markets Equity No Yes 0.96
AB - Emerging Markets Low Volatility Equity Portfolio S USD Acc Global Emerging Markets Equity No Yes 0.13
AB - Japan Strategic Value Portfolio AD ZAR H Inc Other Equity No No 1.70
AB - American Growth Portfolio AD USD Inc US Large-Cap Growth Equity No Yes 1.74
AB - American Growth Portfolio AD ZAR H Inc Other Equity No Yes 1.74
AB - Emerging Markets Low Volatility Equity Portfolio A USD Acc Global Emerging Markets Equity No Yes 1.95
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