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
AB - Concentrated US Equity Portfolio I AUD H Acc Other Equity No Yes 0.94
BlackRock Global Funds - Latin American Fund A2 AUD Hedged Other Equity No No 2.08
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 1.51
Value Partners Classic Fund C Units AUD Hedged Other Equity No Yes 1.51
Schroder Taiwan Small & Mid Cap Equity fund-I share Taiwan Small/Mid-Cap Equity No Yes 1.40
Value Partners Classic Fund C Units NZD Hedged Other Equity No Yes 1.51
Janus Henderson Horizon Pan European Property Equities Fund A2 HUSD Property - Indirect Other No Yes 2.18
Goldman Sachs US Equity Income - Y Dis(M) ZAR (hedged i) Other Equity No Yes 3.32
Goldman Sachs US Equity Income - Y Dis(M) AUD (hedged i) Other Equity No Yes 3.32
Goldman Sachs US Equity Income - Y Dis(M) USD US Equity Income No Yes 3.30
AXA World Funds - Europe Real Estate A Capitalisation USD (Hedged) Property - Indirect Other No Yes 1.79
AXA World Funds - Europe Real Estate A Distribution Quarterly fl USD (Hedged) Property - Indirect Other No Yes 1.79
Cathay Emerging Markets Fund USD Global Emerging Markets Equity No Yes 1.96
Cathay Asian Growth Fund USD Asia-Pacific Equity No Yes 2.23
Cathay Asian Growth Fund TWD Asia-Pacific Equity No Yes 2.23
UBS (Lux) Equity Fund - Greater China (USD) P-acc Greater China Equity No Yes 2.44
AXA IM Equity Trust - AXA IM Pacific Ex-Japan Equity QI B (US$) Pacific ex-Japan Equity No No 1.49
Goldman Sachs Greater China Equity - P Cap USD Greater China Equity No Yes 1.90
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