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
AB - American Income Portfolio IT NZD H Inc Other Bond No 0.76
Cathay Asia-Pacific Income Balanced Fund Acc TWD Asia Allocation No No 1.92
AB - American Income Portfolio IA USD Inc USD Flexible Bond No 0.76
Cathay Asia-Pacific Income Balanced Fund Inc TWD Asia Allocation No No 1.92
Cathay Asia-Pacific Income Balanced Fund Acc AUD Asia Allocation No No 1.92
Cathay Asia-Pacific Income Balanced Fund Inc USD Asia Allocation No No 1.92
AB - European Income Portfolio IT EUR Inc EUR Flexible Bond No 0.80
AB - European Income Portfolio IA EUR Inc EUR Flexible Bond No 0.80
AB - European Income Portfolio IA USD H Inc Other Bond No 0.80
AB - American Income Portfolio IT EUR H Inc Other Bond No 0.76
Eastspring Investments Umbrella Fund - Global Bond Fund of Fund B CNY Other Bond No No 1.15
Allianz Global Investors All Seasons Return Fund of Bond Funds-A-USD Global Flexible Bond - USD Hedged No 1.07
Eastspring Investments Umbrella Fund - Global Bond Fund of Fund B USD Global Flexible Bond No No 1.15
Invesco Funds - Invesco Pan European Equity Income Fund A (AUD Hedged) Monthly Distribution-1 AUD Other Equity No No 1.78
Eastspring Investments Umbrella Fund - Global Bond Fund of Fund A USD Global Flexible Bond No No 1.15
Invesco Funds - Invesco Pan European Equity Income Fund A (USD Hedged) Monthly Distribution-1 USD Other Equity No No 1.78
Shin Kong US Harvest Balanced USD B TWD Moderate Allocation No No 1.94
Shin Kong US Harvest Balanced TWD B TWD Moderate Allocation No No 1.94
Shin Kong US Harvest Balanced USD A TWD Moderate Allocation No No 1.94
Nomura Global Short Duration Bond Fund USD Global Corporate Bond - USD Hedged No No 0.73
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