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
Robeco QI European Conservative Equities M $ Europe Large-Cap Blend Equity No No 1.73
Cathay Global Infrastructure Fund USD Sector Equity Infrastructure No No 1.90
First Eagle Amundi International Fund Class FU-MD Shares USD Aggressive Allocation No No 3.57
Russell Investment Company V plc - Russell Investments Multi-Asset 35 Fund W USD Cautious Allocation No No 2.90
Russell Investment Company V plc - Russell Investments Multi-Asset 90 Fund W USD Aggressive Allocation No No 3.10
First Eagle Amundi International Fund Class FA-C Shares USD Aggressive Allocation No No 3.32
Shin Kong Global Biotech & Health Care Fund Sector Equity Healthcare No Yes 2.13
MFS Meridian Funds - European Smaller Companies Fund AH1 USD Other Equity No Yes 2.05
Russell Investment Company V plc - Russell Investments Multi-Asset 70 Fund W USD Aggressive Allocation No No 3.00
TCB Fund of Emerging Markets Bond Fund A RMB Global Emerging Markets Bond No No 1.38
PGIM Global Bio-Health Fund USD Sector Equity Healthcare No Yes 2.08
Franklin Global Real Estate Fund Z(acc)USD Property - Indirect Global No Yes 1.39
TCB Fund of Emerging Markets Bond Fund A ZAR Global Emerging Markets Bond No No 1.38
TCB Fund of Emerging Markets Bond Fund B ZAR Global Emerging Markets Bond No No 1.38
TCB Fund of Emerging Markets Bond Fund B RMB Global Emerging Markets Bond No No 1.38
Templeton Global Fund Z(acc)USD Global Large-Cap Blend Equity No No 1.20
Taishin North American Income Trust Fund USD B Property - Indirect North America No Yes 1.69
Franklin Templeton SinoAm Global Growth Fund USD Global Large-Cap Blend Equity No Yes 2.33
Franklin Templeton SinoAm Global Growth Fund TWD Global Large-Cap Blend Equity No Yes 2.33
Taishin North American Income Trust Fund USD A Property - Indirect North America No Yes 1.69
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