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
Capital Global Real Estate Income Fund NA CNH Property - Indirect Global No Yes 2.11
Capital Golden Choice Balance Fund CNH NA TWD Moderate Allocation No No 0.00
Capital Global Abundant Income Fund Of Fund NB TWD TWD Moderate Allocation No No 1.45
Capital Global Real Estate Income Fund NB USD Property - Indirect Global No Yes 2.11
Capital Global Abundant Income Fund Of Fund NA USD TWD Moderate Allocation No No 1.45
Capital Golden Choice Balance Fund CNH NB TWD Moderate Allocation No No 2.04
JPM Global Government Bond A (acc) - AUD (hedged) Other Bond No 0.60
DWS Invest Convertibles USD TFCH Convertible Bond - Global, USD Hedged No No 0.83
JPM Global Dividend F (mth) - USD (hedged) Other Equity No No 2.80
FTGF ClearBridge Infrastructure Value Fund Class A USD Accumulating Sector Equity Infrastructure No No 1.96
Schroder International Selection Fund Global Credit Income A Accumulation USD Global Flexible Bond - USD Hedged No 1.39
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond AM USD Asia High Yield Bond No No 1.55
Nomura Funds Ireland plc - Japan Strategic Value Fund Class T JPY Japan Large-Cap Equity No No 2.19
Nomura Funds Ireland plc - Japan Strategic Value Fund Class T USD Japan Large-Cap Equity No No 2.19
Nomura Funds Ireland plc - Japan Strategic Value Fund Class T USD Hedged Other Equity No No 2.21
M&G (Lux) Income Allocation Fund EUR A Acc EUR Moderate Allocation - Global No No 1.74
M&G (Lux) Income Allocation Fund USD A-H Inc USD Moderate Allocation No No 1.76
M&G (Lux) Income Allocation Fund USD A-H Acc USD Moderate Allocation No No 1.75
M&G (Lux) Income Allocation Fund EUR A Inc EUR Moderate Allocation - Global No No 1.74
PGIM Jennison US Growth Fund USD A Accumulation US Large-Cap Growth Equity No Yes 1.60
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