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
PineBridge Rate Response Multi-Asset Fund-A(ZAR) TWD Moderate Allocation No No 1.93
PineBridge Rate Response Multi-Asset Fund-N9(ZAR) TWD Moderate Allocation No No 1.93
PineBridge Rate Response Multi-Asset Fund-N(ZAR) TWD Moderate Allocation No No 1.93
Amundi Funds - US Short Term Bond A2 USD MTD3 (D) USD Ultra Short-Term Bond No 0.70
Goldman Sachs Global Credit Portfolio (Hedged) Base Shares USD (Stable M-Dist) Global Corporate Bond - USD Hedged No No 1.16
Allianz US Investment Grade Credit Fund AMg USD USD Corporate Bond No No 0.96
Natixis International Funds (Lux) I - Loomis Sayles Global Credit Fund R/DM (USD) Global Corporate Bond No No 1.20
PGIM Global Bio-Health Fund USD N Sector Equity Healthcare No Yes 2.07
PGIM Global Bio-Health Fund TWD I Sector Equity Healthcare No Yes 2.07
PGIM Global Bio-Health Fund TWD N Sector Equity Healthcare No Yes 2.07
BNY Mellon U.S. Equity Income Fund USD A Inc US Equity Income No No 2.09
Capital Moderate Allocation Fund Of Funds R(TWD) TWD Moderate Allocation No No 0.88
Allianz US Investment Grade Credit Fund AT USD USD Corporate Bond No No 0.95
Allianz US Investment Grade Credit Fund IT USD USD Corporate Bond No No 0.51
Invesco Funds - Invesco Asian Equity Fund A Monthly Distribution-1 USD Asia ex-Japan Equity No Yes 1.95
AB - Global Plus Fixed Income Portfolio AI USD Inc Global Diversified Bond - USD Hedged No 1.32
AB - Global Plus Fixed Income Portfolio EI USD Inc Global Diversified Bond - USD Hedged No 1.82
JPMorgan (Taiwan) Global Emerging Markets Fund-Digital Global Emerging Markets Equity No Yes 2.35
KGI Real Assets Multi-asset Fund -ZAR B TWD Moderate Allocation No No 2.08
KGI Real Assets Multi-asset Fund -ZAR NB TWD Moderate Allocation No No 2.08
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