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
Pictet-Security R USD Global Flex-Cap Equity No Yes 2.70
FTGF Royce US Smaller Companies Fund Class A Euro Distributing (A) US Small-Cap Equity No No 2.03
UPAMC Taiwan Power Fund Taiwan Small/Mid-Cap Equity No No 1.76
BNP Paribas Funds Europe Small Cap I Capitalisation Europe Mid-Cap Equity No Yes 1.06
Schroder Taiwan Small & Mid Cap Equity fund-A share Taiwan Small/Mid-Cap Equity No Yes 1.40
Ninety One Global Strategy Fund - American Franchise Fund I Inc USD US Large-Cap Growth Equity No Yes 1.00
Fidelity Funds - European Dynamic Growth Fund Y-Acc-EUR Europe Large-Cap Growth Equity No Yes 1.04
BNP Paribas Funds Europe Small Cap Classic Capitalisation Europe Mid-Cap Equity No Yes 2.23
Manulife Superior Selection China Fund Greater China Equity No Yes 2.11
Jih Sun Optimization Fund Taiwan Small/Mid-Cap Equity No 1.79
Fidelity Funds - Iberia Fund Y-Acc-EUR Spain Equity No No 1.09
Schroder International Selection Fund Hong Kong Equity C Accumulation EUR Hedged Other Equity No Yes 1.31
Allianz Global Investors Taiwan Intelligence Trends Fund Taiwan Small/Mid-Cap Equity No Yes 1.75
Schroder International Selection Fund Asian Local Currency Bond C Distribution USD MV Asia Bond - Local Currency No No 0.80
Schroder International Selection Fund Asian Local Currency Bond C Accumulation USD Asia Bond - Local Currency No No 0.80
Schroder International Selection Fund Asian Local Currency Bond I Accumulation USD Asia Bond - Local Currency No No 0.07
Schroder International Selection Fund Asian Local Currency Bond A1 Accumulation USD Asia Bond - Local Currency No No 1.70
Schroder International Selection Fund Asian Local Currency Bond A Accumulation USD Asia Bond - Local Currency No No 1.20
HSBC Global Investment Funds - Euroland Equity Smaller Companies IC Eurozone Mid-Cap Equity No Yes 0.99
Mega Fine Taiwan Fund Taiwan Small/Mid-Cap Equity No Yes 1.77
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