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
Capital Group Emerging Markets Growth Fund (LUX) B SGD Global Emerging Markets Equity No Yes 1.90
PineBridge US Dual Core Income Fund-I(USD) USD Diversified Bond No No 1.05
Fidelity Funds - Asia Pacific Dividend Fund B-MINCOME(G)-USD Asia-Pacific ex-Japan Equity Income No Yes 2.95
JPMorgan (Taiwan) New Technology Fund-Digital Sector Equity Technology No Yes 1.62
JPMorgan (Taiwan) China A Share Fund-Digital(TWD) China Equity - A Shares No No 2.11
Allianz Global Investors All Seasons Double Income Fund of Funds TWD B1 TWD Moderate Allocation No No 1.12
Morgan Stanley Investment Funds - QuantActive Global Property Fund A USD GBP Property - Indirect Global No Yes 1.49
Fubon US Treasury Inflation-Linked Bond Index Fund A TWD USD Inflation-Linked Bond No 0.61
Fubon US Treasury Inflation-Linked Bond Index Fund A USD USD Inflation-Linked Bond No 0.61
Fubon US Treasury Inflation-Linked Bond Index Fund B TWD USD Inflation-Linked Bond No 0.61
Fubon US Treasury Inflation-Linked Bond Index Fund B USD USD Inflation-Linked Bond No 0.61
Eastspring Investments - Global Technology Fund - T3 Sector Equity Technology No Yes 3.00
UBS (Lux) Emerging Economies Fund - Global Bonds (USD) (EUR hedged) I-A1-acc Global Emerging Markets Bond - EUR Hedged No 0.79
LO Funds - Fallen Angels Recovery (USD) PD Global High Yield Bond No 1.25
Yuanta 0-2 Year Investment Grade Corporate Bond Fund-TWD(I) USD Corporate Bond - Short Term No 0.71
Yuanta 0-2 Year Investment Grade Corporate Bond Fund-USD(I) USD Corporate Bond - Short Term No 0.71
Schroder All Cycle Dynamic Multi-Asset Fund of Funds (USD)-Acc TWD Moderate Allocation No No 1.65
Schroder All Cycle Dynamic Multi-Asset Fund of Funds (USD)-Dis TWD Moderate Allocation No No 1.65
Nomura Funds Ireland plc - Global Dynamic Bond Fund TD ZAR Hedged Other Bond No Yes 1.66
Fidelity Funds - European Smaller Companies Fund B-Acc-USD (hedged) Other Equity No Yes 2.92
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