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
Ninety One Global Strategy Fund - Global Quality Dividend Growth Fund I Inc USD Global Equity Income No Yes 1.00
Jih Sun MIT Mainstream Fund Taiwan Large-Cap Equity No 1.79
Ninety One Global Strategy Fund - Global Quality Dividend Growth Fund A Inc USD Global Equity Income No Yes 1.90
UBAM - Global High Yield Solution AC USD Global High Yield Bond No Yes 0.73
Jupiter Global Emerging Markets Focus Fund C USD Acc Global Emerging Markets Equity No Yes 3.27
Fidelity Funds - China Consumer Fund A-Acc-USD China Equity No Yes 1.91
Fidelity Funds - China Consumer Fund A-DIST-USD China Equity No Yes 1.91
Fidelity Funds - China Consumer Fund Y-Acc-USD China Equity No Yes 1.06
UBAM - Global High Yield Solution AHD EUR Global High Yield Bond - EUR Hedged No Yes 0.73
UBAM - Global High Yield Solution AHC EUR Global High Yield Bond - EUR Hedged No Yes 0.73
UBAM - Global High Yield Solution AD USD Global High Yield Bond No Yes 0.73
Schroder International Selection Fund Hong Kong Equity A Accumulation USD Hong Kong Equity No Yes 1.83
UBAM - Global High Yield Solution RC USD Global High Yield Bond No Yes 1.03
TCB Taiwan Equity Fund A TWD Taiwan Large-Cap Equity No Yes 1.78
HSBC Global Investment Funds - Euroland Equity Smaller Companies ID Eurozone Mid-Cap Equity No Yes 1.00
Fidelity Funds - Global Dividend Fund A-MINCOME(G)-EUR Global Equity Income No Yes 1.89
Fidelity Funds - Global Dividend Fund Y-Acc-USD Global Equity Income No Yes 1.04
Fidelity Funds - Global Dividend Fund A-MINCOME(G)-USD Global Equity Income No Yes 1.89
Fidelity Funds - Global Dividend Fund A-Acc-EUR (hedged) Other Equity No Yes 1.89
Fidelity Funds - Global Dividend Fund Y-Acc-EUR (hedged) Other Equity No Yes 1.04
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