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
Fidelity Funds - US High Yield Fund Y-USD USD High Yield Bond No 0.89
JPMorgan Funds - Asia Pacific Income Fund A (irc) - AUD (hedged) Other Allocation No No 1.77
Fuh Hwa US Equity Fund US Large-Cap Growth Equity No Yes 2.16
Barings International Umbrella Fund - Barings ASEAN Frontiers Fund Class A AUD Hedged Acc Other Equity No No 1.71
JPMorgan Funds - Europe Dynamic Fund A (acc) - USD Europe Large-Cap Blend Equity No No 1.80
JPMorgan Funds - US Growth Fund I (acc) - USD US Large-Cap Growth Equity No Yes 0.76
JPM America Equity A (acc) - AUD (Hedged) Other Equity No No 1.78
Goldman Sachs Asia Equity Income - X Dis(M) AUD (hedged ii) Other Equity No No 2.41
Goldman Sachs Global Equity Income - X Dis(M) AUD (hedged ii) Other Equity No No 2.32
HSBC China A-Share Focused Fund TWD China Equity - A Shares No No 2.09
Goldman Sachs Asia Equity Income - X Dis(M) USD Asia ex-Japan Equity No No 2.39
JPM Europe Strategic Dividend A (mth) - USD (hedged) Other Equity No No 1.76
Goldman Sachs Global Equity Income - X Dis(M) USD Global Equity Income No No 2.29
BNP Paribas Funds Japan Small Cap Classic H-USD Capitalisation Other Equity No No 2.32
Fubon China High Yield Bond Fund-B(USD) Greater China High Yield Bond No No 1.78
JPM Europe Dynamic A (acc) - AUD (hedged) Other Equity No No 1.80
BNP Paribas Funds Global High Yield Bond Classic H USD MD Distribution Global High Yield Bond No 1.56
Fubon China High Yield Bond Fund-A(USD) Greater China High Yield Bond No No 1.78
BNP Paribas Funds Global High Yield Bond Classic H AUD MD Distribution Other Bond No 3.06
JPM Europe Dynamic A (acc) - USD (hedged) Other Equity No No 1.79
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