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
M&G (Lux) Emerging Markets Bond Fund AH M F1 ZAR Inc Other Bond No 1.45
M&G (Lux) Emerging Markets Bond Fund XH M F1 ZAR Inc Other Bond No 2.46
M&G (Lux) Income Allocation Fund AH F1 ZAR Inc Other Allocation No No 1.75
M&G (Lux) Income Allocation Fund XH F1 ZAR Inc Other Allocation No No 2.74
AB - American Growth Portfolio Class ED AUD H Shares Other Equity No Yes 2.73
TCB S&P U.S. Variable Rate Preferred Stock Index Fund NB USD Other Bond No Yes 1.63
TCB S&P U.S. Variable Rate Preferred Stock Index Fund NB TWD Other Bond No Yes 1.63
TCB US Short Duration High Yield Bond Fund NB USD USD High Yield Bond No 1.78
TCB US Short Duration High Yield Bond Fund NB TWD Other Bond No 1.78
Nomura Global Positive Change Fund Accumulate TWD Global Large-Cap Growth Equity No Yes 2.39
Nomura Global Positive Change Fund Dividend pay-Quarterly TWD Global Large-Cap Growth Equity No Yes 2.39
Nomura Global Positive Change Fund N Dividend pay-Quarterly TWD Global Large-Cap Growth Equity No Yes 2.39
Nomura Global Positive Change Fund Dividend pay-Quarterly USD Global Large-Cap Growth Equity No Yes 2.39
Nomura Global Positive Change Fund N Accumulate TWD Global Large-Cap Growth Equity No Yes 2.39
Nomura Global Positive Change Fund Accumulate USD Global Large-Cap Growth Equity No Yes 2.39
Nomura Global Positive Change Fund N Accumulate USD Global Large-Cap Growth Equity No Yes 2.39
Nomura Global Positive Change Fund N Dividend pay-Quarterly USD Global Large-Cap Growth Equity No Yes 2.39
GAM Star European Equity A USD Acc Europe Large-Cap Growth Equity No No 1.69
Barings Global Opportunities Umbrella Fund - Barings Global Balanced Fund Class A USD Acc USD Moderate Allocation No Yes 1.45
Barings Global Opportunities Umbrella Fund - Barings Global Balanced Fund Class A USD Inc USD Moderate Allocation No Yes 1.45
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