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
HSBC Global Investment Funds - Euroland Value ACHUSD Other Equity No No 1.86
Amundi Funds - Emerging Markets Bond U AUD Hgd MTD3 (D) Other Bond No 2.52
Fuh Hwa Global Short-term Income Fund USD Other Bond No 0.73
Shin Kong US Harvest Balanced TWD A TWD Moderate Allocation No No 1.94
UPAMC Global Innovative Tech Fund TWD Sector Equity Technology No Yes 2.29
Vontobel Fund - Global High Yield Bond AMH (hedged) ZAR Other Bond No 1.82
Amundi Funds - Emerging Markets Bond U ZAR Hgd MTD3 (D) Other Bond No 2.52
Nomura Global Short Duration Bond Fund TWD Global Corporate Bond - USD Hedged No No 0.73
Vontobel Fund - Global High Yield Bond AMH (hedged) AUD Other Bond No 1.82
UPAMC Global Innovative Tech Fund CNH Sector Equity Technology No Yes 2.29
Value Partners High-Dividend Stocks A2 AUD Hedged Mdis Other Equity No No 1.50
Value Partners High-Dividend Stocks Z Asia ex-Japan Equity No No 1.45
Value Partners High-Dividend Stocks A2 NZD Hedged Mdis Other Equity No No 1.50
Value Partners High-Dividend Stocks A2 GBP Hedged Mdis Other Equity No No 1.50
Value Partners High-Dividend Stocks A2 CAD Hedged Mdis Other Equity No No 1.50
Value Partners High-Dividend Stocks A2 Mdis Asia ex-Japan Equity No No 1.50
Value Partners High-Dividend Stocks A1 USD Asia ex-Japan Equity No No 1.50
Invesco Funds - Invesco Pan European Equity Income Fund A (USD Hedged) Accumulation USD Other Equity No No 1.78
UPAMC Global Innovative Tech Fund USD Sector Equity Technology No Yes 2.29
Franklin Templeton SinoAm Multi-Asset Income Fund-Accu.-ZAR TWD Moderate Allocation No Yes 2.06
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