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
SinoPac China Economic Development Fund TWD Greater China Equity No No 2.27
Goldman Sachs Greater China Equity - Y Cap USD Greater China Equity No Yes 3.39
Fidelity Funds - Global Dividend Fund A-Acc-USD Global Equity Income No Yes 1.89
Cathay China Emerging Industries Fund TWD China Equity No Yes 2.07
Ninety One Global Strategy Fund - Global Quality Dividend Growth Fund I Acc USD Global Equity Income No Yes 1.00
FSSA Indian Subcontinent Fund Class III (Accumulation) USD India Equity No No 1.14
BlackRock Global Funds - Latin American Fund A2 HKD Hedged Other Equity No No 2.08
BlackRock Global Funds - Euro-Markets Fund D4 EUR Eurozone Large-Cap Equity No Yes 1.07
UBAM - 30 Global Leaders Equity AHC EUR Other Equity No Yes 2.17
UBAM - 30 Global Leaders Equity IC USD Global Large-Cap Growth Equity No Yes 1.43
UBAM - 30 Global Leaders Equity AC EUR Global Large-Cap Growth Equity No Yes 2.17
UBAM - 30 Global Leaders Equity IC EUR Global Large-Cap Growth Equity No Yes 1.43
UBAM - 30 Global Leaders Equity IHC EUR Other Equity No Yes 1.43
FTGF ClearBridge US Aggressive Growth Fund Class A AUD Accumulating (Hedged) Other Equity No Yes 1.79
UBAM - 30 Global Leaders Equity AC USD Global Large-Cap Growth Equity No Yes 2.17
Schroder International Selection Fund Asian Local Currency Bond C Accumulation EUR Hedged Other Bond No No 0.83
UBAM - Global High Yield Solution RHC EUR Global High Yield Bond - EUR Hedged No Yes 1.03
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 1.99
Fidelity Funds - European Dynamic Growth Fund Y-DIST-EUR Europe Large-Cap Growth Equity No Yes 1.04
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