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
BlackRock Global Funds - World Energy Fund A10 USD Sector Equity Energy No No 2.06
BlackRock Global Funds - World Financials Fund A10 USD Sector Equity Financial Services No Yes 1.86
BlackRock Global Funds - World Gold Fund A10 USD Sector Equity Precious Metals No No 2.07
Pictet - Global High Yield R dm USD Global High Yield Bond No 0.93
BlackRock Global Funds - World Mining Fund A10 USD Sector Equity Natural Resources No No 2.07
BlackRock Global Funds - World Real Estate Securities Fund A10 USD Property - Indirect Global No Yes 1.85
BlackRock Global Funds - US Basic Value Fund A10 USD US Large-Cap Value Equity No No 1.82
Fidelity Funds - Global Multi Asset Income Fund B-MCDIST(G)-USD USD Moderate Allocation No No 2.74
Fidelity (Taiwan) Medical Innovation Multi Asset Income Fund N-MCDIST(G)-TWD Other Allocation No Yes 2.07
Fidelity (Taiwan) Medical Innovation Multi Asset Income Fund N-MCDIST(G)-USD Other Allocation No Yes 2.07
ABITL 4 Year Maturity Global USD Bond Fund-A2 USD Fixed Term Bond No 1.21
ABITL 4 Year Maturity Global USD Bond Fund-AQ USD Fixed Term Bond No 1.21
HSBC Global Investment Funds - Global Infrastructure Equity AM2HKD Sector Equity Infrastructure No No 1.83
HSBC Global Investment Funds - Global Infrastructure Equity AM3OAUD Other Equity No No 1.88
HSBC Global Investment Funds - Global Infrastructure Equity AM3OEUR Other Equity No No 1.86
HSBC Global Investment Funds - Global Infrastructure Equity AM3OGBP Sector Equity Infrastructure No No 1.88
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 1.04
JPMorgan (Taiwan) New Technology Fund-Digital Sector Equity Technology No Yes 1.65
JPMorgan (Taiwan) China A Share Fund-Digital(TWD) China Equity - A Shares No No 2.05
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