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
Jupiter Global Fixed Income Fund L (ZAR) Hedged Income (F) Other Bond No No 1.24
abrdn SICAV I - North American Smaller Companies Fund X Acc USD US Small-Cap Equity No No 0.92
Shin Kong China Growth Fund CNH China Equity No No 2.15
Allianz Global Investors Fund - Allianz American Income AM USD USD Flexible Bond No 1.34
Shin Kong China Growth Fund USD China Equity No No 2.15
Ninety One Global Strategy Fund - Global Managed Income Fund C Inc ZAR Hedged (IRD) Other Allocation No No 2.60
HSBC Global Investment Funds - Global Emerging Markets Bond IM2 Global Emerging Markets Bond No 0.75
FTGF ClearBridge Infrastructure Value Fund Class A USD Accumulating (Hedged) Other Equity No No 1.96
PGIM US Corporate Bond Fund USD A Accumulation USD Corporate Bond No 0.86
Allianz Global Investors Fund - Allianz Global Artificial Intelligence AT USD Sector Equity Technology No Yes 2.10
KGI Hospital & Dependency Related Industries Fund A USD Sector Equity Healthcare No Yes 2.30
KGI Hospital & Dependency Related Industries Fund A TWD Sector Equity Healthcare No Yes 2.30
Templeton Asian Smaller Companies Fund F(acc) USD Asia ex-Japan Small/Mid-Cap Equity No Yes 3.22
Franklin Natural Resources Fund F(acc)USD Sector Equity Energy No No 2.81
Franklin U.S. Opportunities Fund F(acc) USD US Large-Cap Growth Equity No Yes 2.81
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond IT USD Asia High Yield Bond No No 0.84
Nomura Global Equity Fund USD Global Large-Cap Growth Equity No Yes 1.36
Cathay Global Resources Fund USD Sector Equity Natural Resources No No 2.10
Nomura Asia Pacific Bond Fund TWD Inc Asia Bond No 1.85
Nomura Asia Pacific Bond Fund TWD Acc Asia Bond No 1.85
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