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
Goldman Sachs US Equity Income - Y Cap USD US Equity Income No Yes 3.30
Invesco Funds - Invesco Greater China Equity Fund A (AUD Hedged) Accumulation AUD Other Equity No Yes 2.03
Fidelity Funds - European Dynamic Growth Fund Y-DIST-EUR Europe Large-Cap Growth Equity No Yes 1.04
Goldman Sachs US Equity Income - X Dis(M) AUD (hedged i) Other Equity No Yes 2.31
Goldman Sachs US Equity Income - X Dis(M) USD US Equity Income No Yes 2.29
Goldman Sachs US Equity Income - X Dis(M) ZAR (hedged i) Other Equity No Yes 2.32
Allianz Global Investors Fund - Allianz Euroland Equity Growth AT (H2-USD) Other Equity No Yes 1.85
Fidelity Funds - European Dynamic Growth Fund A-Acc-USD (hedged) Other Equity No Yes 1.90
AB - Concentrated Global Equity Portfolio A USD Acc Global Large-Cap Growth Equity No Yes 1.89
AB - Concentrated Global Equity Portfolio S USD Acc Global Large-Cap Growth Equity No Yes 0.15
AB - Concentrated Global Equity Portfolio I USD Acc Global Large-Cap Growth Equity No Yes 0.99
AB - Concentrated Global Equity Portfolio S1 USD Acc Global Large-Cap Growth Equity No Yes 1.00
Fidelity Funds - Global Dividend Fund A-HMDIST(G)-AUD (hedged) Other Equity No No 1.89
Jupiter Global Emerging Markets Focus Fund B USD Acc Global Emerging Markets Equity No Yes 2.81
JPM Europe Dynamic Technologies A (acc) - USD (hedged) Other Equity No Yes 1.79
Fidelity Funds - China Consumer Fund A-Acc-AUD (hedged) Other Equity No Yes 1.91
Value Partners Classic Fund C Units CAD Hedged Other Equity No Yes 1.52
Value Partners Classic Fund C Units AUD Hedged Other Equity No Yes 1.52
Schroder Taiwan Small & Mid Cap Equity fund-I share Taiwan Small/Mid-Cap Equity No Yes 1.38
Value Partners Classic Fund C Units NZD Hedged Other Equity No Yes 1.52
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