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 All Seasons Double Income Fund of Funds TWD B1 TWD Moderate Allocation No No 1.08
Morgan Stanley Investment Funds - Global Property Fund A (USD) GBP Property - Indirect Global No Yes 1.75
Fubon US Treasury Inflation-Linked Bond Index Fund A TWD USD Inflation-Linked Bond No 0.39
Fubon US Treasury Inflation-Linked Bond Index Fund A USD USD Inflation-Linked Bond No 0.39
Fubon US Treasury Inflation-Linked Bond Index Fund B TWD USD Inflation-Linked Bond No 0.39
Fubon US Treasury Inflation-Linked Bond Index Fund B USD USD Inflation-Linked Bond No 0.39
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 0.78
LO Funds - Fallen Angels Recovery (USD) PD Global High Yield Bond No 1.25
Schroder All Cycle Dynamic Multi-Asset Fund of Funds (USD)-Acc TWD Moderate Allocation No No 1.13
Schroder All Cycle Dynamic Multi-Asset Fund of Funds (USD)-Dis TWD Moderate Allocation No No 1.13
Fidelity Funds - European Smaller Companies Fund B-Acc-USD (hedged) Other Equity No Yes 2.91
Fidelity Funds - Global Technology Fund B-Acc-USD (hedged) Other Equity No Yes 2.89
HSBC Global Infrastructure Income Fund-ACTWD Sector Equity Infrastructure No No 1.57
HSBC Global Infrastructure Income Fund-APMTWD Sector Equity Infrastructure No No 1.57
HSBC Global Infrastructure Income Fund-NACTWD Sector Equity Infrastructure No No 1.57
HSBC Global Infrastructure Income Fund-NAPMTWD Sector Equity Infrastructure No No 1.57
HSBC Global Infrastructure Income Fund-ACUSD Sector Equity Infrastructure No No 1.57
HSBC Global Infrastructure Income Fund-APMUSD Sector Equity Infrastructure No No 1.57
HSBC Global Infrastructure Income Fund-NACUSD Sector Equity Infrastructure No No 1.57
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