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.
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Fund Name
|
Morningstar Category
|
Sustainable Investment
|
Sustainability Rating
|
Low Carbon Designation
|
Representative Cost
|
Morningstar Rating for Funds
|
|---|---|---|---|---|---|---|
| Goldman Sachs US Equity Income - P Cap USD | US Equity Income | No | Yes | 1.80 | ||
| JPMorgan India (acc) - USD | India Equity | No | No | 1.64 | ||
| MFS Meridian Funds - U.S. Concentrated Growth Fund I1 USD | US Large-Cap Growth Equity | No | Yes | 1.07 | ||
| Goldman Sachs US Equity Income - X Cap USD | US Equity Income | No | Yes | 2.30 | ||
| Janus Henderson Horizon Pan European Property Equities Fund I2 EUR | Property - Indirect Europe | No | Yes | 1.16 | ||
| AXA World Funds - Europe Real Estate A Capitalisation EUR | Property - Indirect Europe | No | Yes | 1.76 | ||
| Invesco Funds - Invesco Greater China Equity Fund B Accumulation USD | Greater China Equity | No | Yes | 2.89 | ||
| Goldman Sachs US Equity Income - I Cap USD | US Equity Income | No | Yes | 0.81 | ||
| BNP Paribas Funds US Mid CapClassicD | US Mid-Cap Equity | No | No | 2.23 | ||
| BNP Paribas Funds US Mid CapClassicR | US Mid-Cap Equity | No | No | 2.23 | ||
| AB - International Health Care Portfolio I Acc | Sector Equity Healthcare | No | Yes | 1.16 | ||
| Eastspring Investments - Greater China Equity Fund - A | Greater China Equity | No | Yes | 1.80 | ||
| Jupiter Asia Pacific Income Fund L EUR Acc | Asia-Pacific ex-Japan Equity Income | No | No | 1.91 | ||
| BNP Paribas Funds US Mid CapIR | US Mid-Cap Equity | No | No | 1.06 | ||
| FSITC OTC | Taiwan Small/Mid-Cap Equity | No | — | 1.80 | ||
| Eastspring Investments Export Fund | Taiwan Large-Cap Equity | No | Yes | 1.75 | ||
| Yuanta MAINSTREAM EQUITY FUND | Taiwan Small/Mid-Cap Equity | No | No | 1.76 | ||
| Eastspring Investments Small and Mid Capital Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.77 | ||
| Eastspring Investments Essence Fund | Taiwan Small/Mid-Cap Equity | No | Yes | 1.76 | ||
| Fubon Elite Fund | Taiwan Small/Mid-Cap Equity | No | No | 1.77 | ||
