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 X M F USD Inc Global Emerging Markets Bond No 2.43
JPMorgan Funds - US Technology Fund F (acc) - USD Sector Equity Technology No Yes 2.80
PIMCO GIS Diversified Income Fund N Retail USD Income II Global Flexible Bond - USD Hedged No 1.60
CTBC Global Silver Age Income USD NB TWD Moderate Allocation No Yes 2.02
Franklin Templeton SinoAm Global Healthcare Fund TWD N Sector Equity Healthcare No Yes 2.13
Franklin Templeton SinoAm Global Healthcare Fund USD N Sector Equity Healthcare No Yes 2.13
ABITL Income Umbrella Fund - Multi Asset Income FoF - N (CNY) TWD Moderate Allocation No No 1.56
ABITL Income Umbrella Fund - Multi Asset Income FoF - N (AUD) TWD Moderate Allocation No No 1.56
ABITL Income Umbrella Fund - Multi Asset Income FoF - N (ZAR) TWD Moderate Allocation No No 1.56
Capital Group New Economy Fund (LUX) BL EUR Global Large-Cap Growth Equity No Yes 1.50
Capital Group New Economy Fund (LUX) BL SGD Global Large-Cap Growth Equity No Yes 1.50
Capital Group New Economy Fund (LUX) BL GBP Global Large-Cap Growth Equity No Yes 1.50
Capital Group New Economy Fund (LUX) BL HKD Global Large-Cap Growth Equity No Yes 1.50
Capital Group New Economy Fund (LUX) BL CHF Global Large-Cap Growth Equity No Yes 1.50
Capital Group New Economy Fund (LUX) BL AUD Global Large-Cap Growth Equity No Yes 1.50
Capital Group New Economy Fund (LUX) BL CNH Global Large-Cap Growth Equity No Yes 1.50
Capital Group New Perspective Fund (LUX) B HKD Global Large-Cap Growth Equity No Yes 1.61
Mega Emerging Market Short Duration High Yield Bond Fund TWD Acc Global Emerging Markets Bond No No 1.97
Mega Emerging Market Short Duration High Yield Bond Fund TWD N Acc Global Emerging Markets Bond No No 1.97
Mega Emerging Market Short Duration High Yield Bond Fund TWD Dis Global Emerging Markets Bond No No 1.97
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