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
Schroder International Selection Fund Strategic Bond C Accumulation USD Global Flexible Bond No 0.80
Schroder International Selection Fund Strategic Bond A Accumulation EUR Hedged Global Flexible Bond - EUR Hedged No 1.33
JPMorgan Funds - Japan Equity Fund A (acc) - USD Japan Large-Cap Equity No No 1.74
JPMorgan Funds - China Fund A (acc) - USD China Equity No Yes 1.72
JPMorgan Funds - Global Growth Fund A (acc) - USD Global Large-Cap Growth Equity No Yes 1.80
BlackRock Global Funds - Continental European Flexible Fund Class A2 EUR Europe ex-UK Equity No Yes 1.82
Schroder International Selection Fund Strategic Bond C Accumulation EUR Hedged Global Flexible Bond - EUR Hedged No 0.83
Schroder International Selection Fund Emerging Markets Debt Total Return C Acc EUR Hedged Other Bond No 1.25
Schroder International Selection Fund Strategic Bond A Accumulation USD Global Flexible Bond No 1.30
JPMorgan Funds - Latin America Equity Fund A (acc) - USD Latin America Equity No No 1.81
PineBridge Global Emerging Markets Focus Equity Fund A Global Emerging Markets Equity No Yes 1.97
JPMorgan Japan (Yen) (acc) - JPY Japan Large-Cap Equity No No 1.66
Schroder International Selection Fund Global Equity Yield A Accumulation USD Global Equity Income No Yes 1.86
MFS Meridian Funds - Global Equity Fund A1 USD Global Large-Cap Blend Equity No Yes 1.91
Natixis International Funds (Lux) I - DNCA Emerging Europe Equity Fund R/A (EUR) Other Equity No No 1.75
JPMorgan Funds - Emerging Markets Equity Fund A (acc) - USD Global Emerging Markets Equity No Yes 1.71
HSBC Global Investment Funds - ASEAN Equity AD ASEAN Equity No Yes 1.84
Schroder International Selection Fund Strategic Bond A Distribution USD MV Global Flexible Bond No 1.30
Pictet-Premium Brands R EUR Sector Equity Consumer Goods & Services No Yes 2.70
Robeco BP US Premium Equities ClassD $ US Large-Cap Value Equity No Yes 1.71
© Copyright 2024 Morningstar Asia Ltd. All rights reserved.

Terms of Use        Privacy Policy         Disclosures