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
FSITC Japan Quantitative Equity Fund-JPY Japan Large-Cap Blend Equity No Yes 0.58
Allianz Global Investors AI Income and Growth - B- USD Other Allocation No Yes 0.61
Fidelity Funds - US Dollar Bond Fund B-MCDIST(G)-JPY (hedged) Other Bond No 2.04
AB SICAV I-International Technology Portfolio Class S USD Acc Sector Equity Technology No Yes 0.07
AB - American Growth Portfolio SP USD Inc US Large-Cap Growth Equity No Yes 0.04
AB - American Growth Portfolio AP AUD H Inc Other Equity No Yes 1.73
AB - American Growth Portfolio EP USD Inc US Large-Cap Growth Equity No Yes 2.73
AB - American Growth Portfolio AP USD Inc US Large-Cap Growth Equity No Yes 1.73
AB - American Growth Portfolio EP AUD H Inc Other Equity No Yes 2.73
Pictet - Global High Yield B dm USD Global High Yield Bond No 1.92
Fidelity Funds - Global Income Fund B-MCDIST-JPY (hedged) Other Bond No 2.32
UBS (Lux) Equity Fund - Small Caps USA (USD) I-A1-acc US Small-Cap Equity No Yes 0.88
JPMorgan ASEAN Fund (acc) - Class Digital USD ASEAN Equity No No 0.85
JPMorgan Korea (acc) - Class Digital USD Korea Equity No No 0.95
Fubon Taiwan Quality Multi-Asset Fund TWD Moderate Allocation No Yes 0.22
Templeton Japan Fund F(acc)USD-H1 Other Equity No Yes 2.86
Templeton Japan Fund F(acc)JPY Japan Large-Cap Blend Equity No Yes 2.86
FSITC Global AI FinTech TWD I Sector Equity Technology No Yes 2.28
Fidelity Funds - Global Income Fund A-MCDIST(G)-JPY (hedged) Other Bond No 1.33
LO Funds - Asia Value Bond (USD) RD3 Asia Bond No No 1.75
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