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
Mega Income and Growth Multi-Asset Fund USD Dis TWD Moderate Allocation No Yes 1.56
Mega Income and Growth Multi-Asset Fund TWD N Acc TWD Moderate Allocation No Yes 1.56
William Blair SICAV Emerging Markets Debt Hard Currency Fund JIM USD Global Emerging Markets Bond No 0.65
Fuh Hwa Taiwan Technology High Dividend Fund A Sector Equity Technology No Yes 1.16
Fuh Hwa Taiwan Technology High Dividend Fund B Sector Equity Technology No Yes 1.16
Fubon Global Essential Semiconductor Fund (TWD) Sector Equity Technology No Yes 1.10
Fubon Global Essential Semiconductor Fund (USD) Sector Equity Technology No Yes 1.10
Invesco Funds - Invesco Japanese Equity Advantage Fund A Annual Distribution USD Japan Large-Cap Growth Equity No Yes 1.72
BlackRock Global Funds - World Mining B2 USD Sector Equity Natural Resources No No 3.07
BlackRock Global Funds - Global Allocation Fund B10 USD USD Moderate Allocation No No 2.76
BlackRock Global Funds - World Gold Fund B2 USD Sector Equity Precious Metals No No 3.10
UBS (Lux) Bond SICAV - USD Corporates (USD) (JPY hedged) P-mdist Other Bond No 1.21
Allianz US Investment Grade Credit Fund BMf2 USD USD Corporate Bond No No 1.55
Allianz US Investment Grade Credit Fund BT USD USD Corporate Bond No No 1.55
Allianz US Investment Grade Credit Fund BMg USD USD Corporate Bond No No 1.55
Allianz US Investment Grade Credit Fund AMf2 USD USD Corporate Bond No No 0.95
Allianz US Investment Grade Credit Fund IM USD USD Corporate Bond No No 0.52
Allianz Global Investors Fund - Allianz Global Artificial Intelligence BT9 USD Sector Equity Technology No Yes 3.10
Allianz Global Investors Fund - Allianz Thematica BT9 USD Global Flex-Cap Equity No No 2.95
Nomura Funds Ireland plc - Global Dynamic Bond Fund B USD Global Flexible Bond No Yes 2.63
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