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
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
UBS (TW) Bond Fund-Asian High Yield NBTWD Asia High Yield Bond No No 1.69
UBS (TW) Bond Fund-Asian High Yield NBUSD Asia High Yield Bond No No 1.69
UBS (TW) Bond Fund-Asian High Yield NBCNH Asia High Yield Bond No No 1.69
BlackRock Global Funds - US Flexible Equity Fund D2 EUR US Large-Cap Blend Equity No Yes 1.06
BlackRock Global Funds - US Basic Value Fund A4 EUR US Large-Cap Value Equity No No 1.81
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund D3 EUR Global Emerging Markets Bond - Local Currency No 0.77
BlackRock Global Funds - Emerging Markets Local Currency Bond Fund D3 HKD Global Emerging Markets Bond - Local Currency No 0.77
BlackRock Global Funds - Japan Flexible Equity Fund D2 EUR Japan Large-Cap Equity No No 1.07
BlackRock Global Funds - Japan Flexible Equity Fund A2 EUR Japan Large-Cap Equity No No 1.82
BlackRock Global Funds - Japan Flexible Equity Fund A2 USD Japan Large-Cap Equity No No 1.82
BlackRock Global Funds - India Fund A2 EUR India Equity No No 1.87
BlackRock Global Funds - US Basic Value Fund A2 EUR US Large-Cap Value Equity No No 1.81
BlackRock Global Funds - US Basic Value Fund A2 GBP US Large-Cap Value Equity No No 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 CZK USD Diversified Bond No 1.08
BlackRock Global Funds - US Basic Value Fund D2 EUR US Large-Cap Value Equity No No 1.07
BlackRock Global Funds - US Basic Value Fund D2 GBP US Large-Cap Value Equity No No 1.07
© Copyright 2024 Morningstar Asia Ltd. All rights reserved.

Terms of Use        Privacy Policy         Disclosures