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
Invesco Funds - Invesco Emerging Markets Equity Fund A Annual Distribution USD Global Emerging Markets Equity No Yes 1.70
Invesco Funds - Invesco Global Small Cap Equity Fund C Annual Distribution USD Global Small/Mid-Cap Equity No No 1.35
Invesco Funds - Invesco Global Small Cap Equity Fund A Annual Distribution USD Global Small/Mid-Cap Equity No No 1.94
Goldman Sachs Emerging Markets Equity Income - Y Cap USD Global Emerging Markets Equity No No 3.40
Goldman Sachs Emerging Markets Equity Income - X Dis(M) USD Global Emerging Markets Equity No No 2.41
Goldman Sachs Emerging Markets Equity Income - Y Dis(M) USD Global Emerging Markets Equity No No 3.41
PineBridge Global Dynamic Asset Allocation Fund Class ADCT USD Flexible Allocation No Yes 1.98
Allianz Global Investors Fund - Allianz Global Artificial Intelligence IT USD Sector Equity Technology No Yes 1.09
Janus Henderson Horizon Asian Dividend Income Fund A4m USD Asia-Pacific ex-Japan Equity Income No No 1.99
Schroder International Selection Fund Asian Credit Opportunities C Accumulation USD Asia Bond No No 0.68
Schroder International Selection Fund Asian Credit Opportunities A Distribution USD Asia Bond No No 1.28
Schroder International Selection Fund Asian Credit Opportunities A Accumulation USD Asia Bond No No 1.28
Cathay Global Aggressive Fund of Fund-AUD A TWD Aggressive Allocation No No 1.12
Cathay Global Aggressive Fund of Fund-TWD B TWD Aggressive Allocation No No 1.12
Nomura Global Financial Bond Fund S TWD Other Bond No Yes 1.72
Nomura Global Financial Bond Fund Dis TWD Other Bond No Yes 1.72
Nomura Global Financial Bond Fund Dis USD Other Bond No Yes 1.72
Nomura Global Financial Bond Fund Acc CNY Other Bond No Yes 1.72
Nomura Global Financial Bond Fund Dis CNY Other Bond No Yes 1.72
Nomura Global Financial Bond Fund Acc TWD Other Bond No Yes 1.72
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