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
Nomura Global High Dividend Fund Accumulate TWD S Global Equity Income No No 1.94
M&G (Lux) Japan Smaller Companies Fund EUR A Acc Japan Small/Mid-Cap Equity No No 1.71
M&G (Lux) Global Dividend Fund USD A Acc Global Equity Income No No 1.92
M&G (Lux) Global Dividend Fund USD C Acc Global Equity Income No No 0.92
M&G (Lux) Emerging Markets Bond Fund USD A Acc Global Emerging Markets Bond No 1.42
Nomura Global REITs Fund Accumulate TWD S Property - Indirect Global No Yes 1.89
Nomura Japan Strong Leaders Fund S Japan Large-Cap Equity No No 2.09
FSITC AI Global Precision Medicine Fund TWD Sector Equity Biotechnology No Yes 2.29
FSITC AI Global Precision Medicine Fund TWD N Sector Equity Biotechnology No Yes 2.29
FSITC AI Global Precision Medicine Fund USD Sector Equity Biotechnology No Yes 2.29
FSITC AI Global Precision Medicine Fund USD N Sector Equity Biotechnology No Yes 2.29
AB - American Growth Portfolio Class ED Shares USD US Large-Cap Growth Equity No Yes 2.74
AB - Emerging Markets Growth Portfolio AD USD Inc Global Emerging Markets Equity No Yes 2.03
Schroder International Selection Fund Global Target Return A Distribution AUD Hedged MFC Other Allocation No No 1.64
BlackRock LifePath® Series - 2050 Target Date Fund of Funds TWD Target Date 2046+ No No 0.79
BlackRock LifePath® Series - 2030 Target Date Fund of Funds TWD Target Date 2026 - 2030 No No 0.78
BlackRock LifePath® Series - 2040 Target Date Fund of Funds TWD Target Date 2036 - 2040 No No 0.84
Invesco Funds - Invesco Global Health Care Innovation Fund A-Annual Distribution Shares USD Sector Equity Healthcare No Yes 1.93
Invesco Funds - Invesco Global Health Care Innovation Fund C-AD Shares Sector Equity Healthcare No Yes 1.33
Invesco Funds - Invesco Emerging Markets Equity Fund C Annual Distribution USD Global Emerging Markets Equity No Yes 1.10
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