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
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 Yes 1.66
BlackRock Global Funds - China Fund A2 HKD China Equity No Yes 1.82
Yuanta/P-shares Russell Greater China Large Cap Value Index Fund USD Greater China Equity No Yes 1.40
Yuanta New China Fund CNH Greater China Equity No No 2.07
Nomura Funds Ireland plc - Global High Conviction Fund Class I USD Global Large-Cap Blend Equity No Yes 0.82
JPM Global Macro Opportunities A (acc) - AUD (hedged) Macro Trading Other No Yes 1.46
Janus Henderson Capital Funds plc - Balanced Fund Class I2 HCAD Other Allocation No Yes 0.87
Eastspring Investments Quality-Quantity Fund B CNY TWD Moderate Allocation No Yes 1.01
FTGF Western Asset US Core Plus Bond Fund Class A US$ Distributing (M) Plus USD Diversified Bond No 1.28
Morgan Stanley Investment Funds - Global Balanced Income Fund I EUR Flexible Allocation - Global No No 0.81
FTGF Western Asset US Core Plus Bond Fund Class A AUD Distributing (M) (Hedged) Plus Other Bond No 1.27
Eastspring Investments Quality-Quantity Fund A USD TWD Moderate Allocation No Yes 1.01
Morgan Stanley Investment Funds - Europe Opportunity Fund IH (USD) Other Equity No Yes 0.97
Morgan Stanley Investment Funds - Europe Opportunity Fund I Europe Large-Cap Growth Equity No Yes 0.94
Amundi Funds - Strategic Income U AUD Hgd MTD3 (D) Other Bond No 2.28
Morgan Stanley Investment Funds - Europe Opportunity Fund AH (USD) Other Equity No Yes 1.77
Amundi Funds - Strategic Income U R Hgd MTD3 (D) Other Bond No 2.28
Allianz Global Investors Fund - Allianz AI Income AM (USD) USD Aggressive Allocation No Yes 1.85
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