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
Eastspring Investments India Equity Fund USD India Equity No No 1.77
Pictet - Robotics I USD Sector Equity Technology No Yes 1.09
Pictet - Robotics R EUR Sector Equity Technology No Yes 2.69
Amundi Funds - Emerging Markets Local Currency Bond T USD MGI (D) Global Emerging Markets Bond - Local Currency No 2.60
Pictet - Robotics P USD Sector Equity Technology No Yes 1.98
Pictet - Robotics R USD Sector Equity Technology No Yes 2.69
Allianz Global Investors Fund - Allianz Global Dividend AMg USD Global Equity Income No No 1.85
Eastspring Investments India Equity Fund CNY India Equity No No 1.77
Allianz Global Investors Greater China Fund CNH Greater China Equity No No 2.28
HSBC Greater China Equity Fund ACUSD Greater China Equity No No 2.14
Capital Greater China Fund CNH Greater China Equity No No 2.47
Capital Greater China Fund USD Greater China Equity No No 2.47
Franklin Templeton SinoAm New World Fund USD Other Equity No Yes 2.30
Invesco Funds - Invesco Global Equity Income Fund A (AUD Hedged) Monthly Distribution-1 AUD Other Equity No No 1.72
Fuh Hwa Olympic II Fund of Funds USD TWD Moderate Allocation No Yes 1.06
Franklin Templeton SinoAm New World Fund CNH Other Equity No Yes 2.30
Yuanta New China Fund USD Greater China Equity No No 2.07
Manulife Global Fund - Dragon Growth Fund AA Hong Kong Equity No No 1.66
BlackRock Global Funds - China Fund A2 HKD China Equity No Yes 1.84
Yuanta New China Fund CNH Greater China Equity No No 2.07
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