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
KGI ESG Sustainable Emerging Market Bond Fund -USD NB Global Emerging Markets Bond Yes No 1.96
KGI ESG Sustainable Emerging Market Bond Fund-CNY NA Global Emerging Markets Bond Yes No 1.96
KGI ESG Sustainable Emerging Market Bond Fund -CNY B Global Emerging Markets Bond Yes No 1.96
KGI ESG Sustainable Emerging Market Bond Fund -ZAR B Global Emerging Markets Bond Yes No 1.96
KGI ESG Sustainable Emerging Market Bond Fund -CNY NB Global Emerging Markets Bond Yes No 1.96
KGI ESG Sustainable Emerging Market Bond Fund-ZAR NB Global Emerging Markets Bond Yes No 1.96
BNP Paribas Funds Energy Transition Classic RH USD Capitalisation Other Equity Yes No 1.99
Templeton Global Climate Change Fund I(acc)USDH1 Other Equity Yes No 0.85
Union Low Carbon Target Multiple Asset Fund A TWD TWD Moderate Allocation Yes Yes 2.04
Union Low Carbon Target Multiple Asset Fund NA TWD TWD Moderate Allocation Yes Yes 2.04
Union Low Carbon Target Multiple Asset Fund NA USD TWD Moderate Allocation Yes Yes 2.04
Union Low Carbon Target Multiple Asset Fund A USD TWD Moderate Allocation Yes Yes 2.04
Natixis International Funds (Lux) I - Thematics Safety Fund RET/A (USD) Global Flex-Cap Equity Yes Yes 2.65
Allianz Global Investors Fund - Allianz Global Water IT USD Sector Equity Water Yes Yes 1.11
AXA World Funds - Europe Small Cap A Capitalisation USD (Hedged) Other Equity Yes Yes 2.06
JPMorgan Funds - Climate Change Solutions Fund A (acc) - USD Sector Equity Ecology Yes No 1.30
Schroder International Selection Fund Healthcare Innovation U Accumulation USD Sector Equity Healthcare Yes Yes 2.86
Pictet Nutrition HR USD Other Equity Yes Yes 2.76
Amundi TW - Global Investment Grade Green Bond Fund - ND TWD Global Diversified Bond - USD Hedged Yes No 1.79
Amundi TW - Global Investment Grade Green Bond Fund - AD TWD Global Diversified Bond - USD Hedged Yes No 1.79
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