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
Fuh Hwa Emerging Market High Yield Bond Fund A Global Emerging Markets Bond - Local Currency No No 1.65
FTGF Brandywine Global Opportunistic Fixed Income Fund Class A US$ Accumulating Global Diversified Bond No No 1.45
JPMorgan Investment Funds - Europe Strategic Dividend Fund I (acc) - EUR Europe Equity Income No No 0.81
Jupiter Emerging Market Debt Income Fund L EUR Acc Global Emerging Markets Corporate Bond No 1.80
Capital India Medium and Small Cap Equity Fund TWD India Equity No No 2.28
PIMCO GIS Diversified Income Fund H Institutional USD Accumulation Global Flexible Bond - USD Hedged No 0.86
Nomura Asia Pacific Non-Investment Grade Bond Fund pay-Monthly Asia High Yield Bond No No 1.79
KGI Emerging Markets Equity Small & Mid Cap Fund TWD A Global Emerging Markets Small/Mid-Cap Equity No No 2.97
Cathay Emerging Market High Yield Fund A Global Emerging Markets Bond No 1.59
Cathay Emerging Market High Yield Fund B Global Emerging Markets Bond No 1.59
AB - Short Duration High Yield Portfolio S USD Acc Global High Yield Bond No 0.07
Nomura Asia Pacific Non-Investment Grade Bond Fund Accumulate Asia High Yield Bond No No 1.79
AB - Short Duration High Yield Portfolio S1 USD Acc Global High Yield Bond No 0.57
AB - Short Duration High Yield Portfolio A2 USD Acc Global High Yield Bond No 1.30
Invesco Funds - Invesco US Value Equity Fund C Accumulation USD US Large-Cap Value Equity No No 0.93
JPMorgan (Taiwan) Asia High Yield Total Return-Dis Asia High Yield Bond No No 1.80
JPMorgan (Taiwan) Asia High Yield Total Return Bond Asia High Yield Bond No No 1.80
Jupiter Emerging Market Debt Income Fund L USD Inc Global Emerging Markets Corporate Bond No 1.80
Jupiter Emerging Market Debt Income Fund C USD Inc Global Emerging Markets Corporate Bond No 3.31
Jupiter Emerging Market Debt Income Fund B USD Inc Global Emerging Markets Corporate Bond No 2.94
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