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
Allianz Global Investors Fund - Allianz Best Styles Global Equity AT USD Global Large-Cap Blend Equity No No 1.35
Schroder All Cycle Growth Fund Class E RMB Dis TWD Aggressive Allocation No No 1.86
Eastspring Investments - Global Emerging Markets Bond Fund - C Global Emerging Markets Bond No 0.70
PIMCO GIS Global Investment Grade Credit Fund M Retail USD Decumulation Global Corporate Bond - USD Hedged No 1.39
PIMCO GIS Global Investment Grade Credit Fund BM Retail USD Decumulation Global Corporate Bond - USD Hedged No 2.39
FTGF ClearBridge Infrastructure Value Fund Class A USD Distributing (M) Plus Sector Equity Infrastructure No No 2.00
Taishin North American Income Trust Fund CNH B Property - Indirect North America No Yes 1.67
Taishin North American Income Trust Fund CNH N Property - Indirect North America No Yes 1.67
Taishin North American Income Trust Fund TWD NA Property - Indirect North America No Yes 1.67
Taishin North American Income Trust Fund USD NA Property - Indirect North America No Yes 1.67
Taishin North American Income Trust Fund CNH NA Property - Indirect North America No Yes 1.67
Taishin North American Income Trust Fund CNH A Property - Indirect North America No Yes 1.67
Allianz Global Investors Fund - Allianz Global Diversified Credit BMg (USD) Global Flexible Bond - USD Hedged No 1.74
Franklin Templeton SinoAm Global Infrastructure Fund -USD-B Sector Equity Infrastructure No No 2.11
Franklin Templeton SinoAm Global Infrastructure Fund -TWD-A Sector Equity Infrastructure No No 2.11
Franklin Templeton SinoAm Global Infrastructure Fund -USD-NB Sector Equity Infrastructure No No 2.11
Franklin Templeton SinoAm Global Infrastructure Fund -TWD-NB Sector Equity Infrastructure No No 2.11
Franklin Templeton SinoAm Global Infrastructure Fund -CNY-B Sector Equity Infrastructure No No 2.11
Franklin Templeton SinoAm Global Infrastructure Fund -USD-A Sector Equity Infrastructure No No 2.11
Franklin Templeton SinoAm Global Infrastructure Fund -TWD-B Sector Equity Infrastructure No No 2.11
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