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
Allianz Global Investors China Strategic Growth Fund CNY China Equity No No 2.05
KGI Hospital & Dependency Related Industries Fund I TWD Sector Equity Healthcare No Yes 2.30
Schroder All Cycle Growth Fund (TWD) - Acc TWD Aggressive Allocation No No 1.86
Schroder All Cycle Growth Fund (TWD) - Dis TWD Aggressive Allocation No No 1.86
Schroder All Cycle Growth Fund (USD)- Dis TWD Aggressive Allocation No No 1.86
Schroder All Cycle Growth Fund (USD) - Acc TWD Aggressive Allocation No No 1.86
BNY Mellon Global Bond Fund AUD I Acc Hedged Other Bond No 0.66
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund D3 EUR Global Emerging Markets Bond - Local Currency No No 0.74
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund D3 HKD Global Emerging Markets Bond - Local Currency No No 0.74
BlackRock Global Funds - Japan Flexible Equity Fund D2 EUR Japan Large-Cap Blend Equity No Yes 1.06
BlackRock Global Funds - Japan Flexible Equity Fund A2 EUR Japan Large-Cap Blend Equity No Yes 1.81
BlackRock Global Funds - Japan Flexible Equity Fund A2 USD Japan Large-Cap Blend Equity No Yes 1.81
BlackRock Global Funds - Global Allocation Fund A2 EUR USD Moderate Allocation No No 1.77
BlackRock Global Funds - Global Allocation Fund A2 HUF USD Moderate Allocation No No 1.77
BlackRock Global Funds - US Dollar Bond Fund A2 USD CZK USD Diversified Bond No No 1.05
BlackRock Global Funds - Global Allocation Fund I2 EUR USD Moderate Allocation No No 0.81
BlackRock Global Funds - Global Allocation Fund D2 EUR USD Moderate Allocation No No 1.02
BlackRock Global Funds - European Value Fund D2 GBP Europe Large-Cap Value Equity No Yes 1.06
BlackRock Global Funds - European Value Fund D2 USD Europe Large-Cap Value Equity No Yes 1.06
BlackRock Global Funds - European Value Fund A2 GBP Europe Large-Cap Value Equity No Yes 1.81
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