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 - American Growth Portfolio SD USD Inc US Large-Cap Growth Equity No Yes 0.05
Ninety One Global Strategy Fund - European Equity Fund I Acc EUR Europe Large-Cap Blend Equity No No 1.00
Schroder International Selection Fund European Smaller Companies A Accumulation USD Hedged Other Equity No Yes 1.89
AB - Japan Strategic Value Portfolio SD JPY Inc Japan Large-Cap Equity No No 0.15
Goldman Sachs Global Equity Income - Y Dis(M) USD Global Equity Income No No 3.29
Taishin CSI Lead Cons and Serv Ind TWD China Equity - A Shares No Yes 1.74
Fuh Hwa Global Strategic Alloc FoF TWD TWD Aggressive Allocation No No 1.52
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 1.82
Ninety One Global Strategy Fund - Emerging Markets Corporate Debt Fund C Inc-2 AUD Hedged (IRD) Other Bond No No 2.80
Cathay Global Aggressive Fund of Fund-USD TWD Aggressive Allocation No No 1.12
Ninety One Global Strategy Fund - Emerging Markets Corporate Debt Fund C Inc-2 ZAR Hedged (IRD) Other Bond No No 2.80
Fidelity Funds - World Fund A-Acc-USD Global Large-Cap Blend Equity No No 1.89
ABITL Emerging Market Corporate Debt Fund A2 USD Global Emerging Markets Corporate Bond No No 1.82
Fidelity Funds - World Fund Y-Acc-USD Global Large-Cap Blend Equity No No 1.04
Neuberger Berman US Real Estate Securities Fund Class ZAR E Accumulating - Hedged Property - Indirect Other No Yes 3.02
Cathay Global Multiple Income Balanced Fund USD A TWD Aggressive Allocation No No 1.20
Franklin Templeton SinoAm China A Shares Equity Fund China Equity - A Shares No No 2.28
Neuberger Berman US Real Estate Securities Fund Class USD E Accumulating Property - Indirect North America No Yes 3.02
Ninety One Global Strategy Fund - European Equity Fund C Acc USD Hedged (Portfolio - AC) Other Equity No No 2.70
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