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
Neuberger Berman US Real Estate Securities Fund Class AUD E Accumulating - Hedged Property - Indirect Other No Yes 3.04
AB - Eurozone Equity Portfolio S1 USD H Acc Other Equity No No 0.80
Cathay Global Multiple Income Balanced Fund TWD A TWD Aggressive Allocation No No 1.20
Cathay Global Multiple Income Balanced Fund TWD B TWD Aggressive Allocation No No 1.20
Ninety One Global Strategy Fund - European Equity Fund A Acc USD Hedged (Portfolio - AC) Other Equity No No 2.00
Cathay Global Multiple Income Balanced Fund USD B TWD Aggressive Allocation No No 1.20
Manulife Emerging Market High Yield Bond C(CNY-H) Other Bond No No 2.01
Manulife Emerging Market High Yield Bond A (CNY-H) Other Bond No No 2.01
Invesco Funds - Invesco Global Investment Grade Corporate Bond Fund A Monthly Distribution-Gross USD Global Corporate Bond - USD Hedged No No 1.03
Allianz Global Investors All Seasons Double Income Fund of Funds USD B TWD Moderate Allocation No No 1.08
AB - International Technology Portfolio S1 USD Acc Sector Equity Technology No Yes 0.99
Manulife Emerging Market High Yield Bond A (AUD-H) Other Bond No No 2.01
Manulife Emerging Market High Yield Bond C (TWD) Global Emerging Markets Bond No No 2.01
Allianz Global Investors All Seasons Double Income Fund of Funds USD A TWD Moderate Allocation No No 1.08
Manulife Emerging Market High Yield Bond C (AUD-H) Other Bond No No 2.01
Manulife Global Fund-USD Income Fund AA Inc USD Diversified Bond No No 1.35
Ninety One Global Strategy Fund - European Equity Fund I Acc USD Hedged (Portfolio - AC) Other Equity No No 1.00
JPM Global Dividend A (mth) - USD (hedged) Other Equity No No 1.80
First Eagle Amundi International Fund Class FA-MD Shares USD Aggressive Allocation No No 3.52
Eastspring Investments- Asian High Yield Bond Fund Aadmc1 (hedged)-AUD Other Bond No No 1.30
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