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
Nomura Global Positive Change Fund N Accumulate USD Global Large-Cap Growth Equity No Yes 2.33
Nomura Global Positive Change Fund N Dividend pay-Quarterly USD Global Large-Cap Growth Equity No Yes 2.33
GAM Star European Equity A USD Acc Europe Large-Cap Growth Equity No No 1.73
Barings Global Opportunities Umbrella Fund - Barings Global Balanced Fund Class A USD Acc USD Moderate Allocation No Yes 1.46
Barings Global Opportunities Umbrella Fund - Barings Global Balanced Fund Class A USD Inc USD Moderate Allocation No Yes 1.46
abrdn SICAV I - Global Dynamic Dividend Fund A Gross MIncA Hedged AUD Other Equity No No 1.67
Neuberger Berman Emerging Market Debt - Local Currency Fund Class USD I Monthly Distributing Global Emerging Markets Bond - Local Currency No No 0.94
Taishin China Policy Trends Fund A TWD China Equity No No 2.32
Taishin China Policy Trends Equity Fund NA TWD China Equity No No 2.32
Taishin China Policy Trends Equity Fund A USD China Equity No No 2.32
Taishin China Policy Trends Equity Fund I TWD China Equity No No 2.32
Taishin China Policy Trends Equity Fund I USD China Equity No No 2.32
Taishin China Policy Trends Equity Fund NA USD China Equity No No 2.32
Taishin China Policy Trends Equity Fund NA CNH China Equity No No 2.32
Taishin China Policy Trends Equity Fund A CNH China Equity No No 2.32
PGIM China Brands N USD China Equity - A Shares No No 2.08
Neuberger Berman Disruptive Innovation Equity Securities Investment Trust Fund Class TWD N Acc Sector Equity Technology No Yes 2.29
Neuberger Berman Disruptive Innovation Equity Securities Investment Trust Fund Class TWD T Acc Sector Equity Technology No Yes 2.29
Neuberger Berman Disruptive Innovation Equity Securities Investment Trust Fund Class USD T Acc Sector Equity Technology No Yes 2.29
Neuberger Berman Disruptive Innovation Equity Securities Investment Trust Fund Class USD N Acc Sector Equity Technology No Yes 2.29
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