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
BlackRock Global Funds - European Special Situations Fund D2 Europe Large-Cap Growth Equity No Yes 1.07
FTGF ClearBridge US Large Cap Growth Fund Class A (G) US$ Accumulating US Large-Cap Growth Equity No Yes 1.35
Amundi Funds - Strategic Income A EUR Hgd MGI (D) Other Bond No 1.85
FTGF ClearBridge US Large Cap Growth Fund Class A Euro Accumulating US Large-Cap Growth Equity No Yes 1.70
FTGF ClearBridge US Large Cap Growth Fund Class A US$ Accumulating US Large-Cap Growth Equity No Yes 1.70
FTGF ClearBridge US Large Cap Growth Fund Class A US$ Distributing (A) US Large-Cap Growth Equity No Yes 1.70
Schroder International Selection Fund Global Dividend Maximiser C Distribution USD Q Global Equity Income No Yes 1.06
Schroder International Selection Fund Global Dividend Maximiser C Accumulation USD Global Equity Income No Yes 1.06
HSBC Global Power & Resources Equity Fd Sector Equity Industrial Materials No No 2.10
Jih Sun Asian Opportunity Fund Asia-Pacific Equity No No 2.29
Eurizon Fund - Bond High Yield Class Unit R2 USD Accumulation Global High Yield Bond No 1.44
Ninety One Global Strategy Fund - Global Strategic Managed Fund I Acc USD USD Moderate Allocation No Yes 1.00
Manulife Global Fund - Dragon Growth Fund AA HKD Hong Kong Equity No No 1.66
JPMorgan Funds - Emerging Markets Small Cap Fund A (acc) (perf) - USD Global Emerging Markets Small/Mid-Cap Equity No Yes 1.85
Yuanta Global Utility B Sector Equity Utilities No No 2.11
Yuanta Global Utility A Sector Equity Utilities No No 2.11
Eurizon Fund - Equity Small Mid Cap Europe Class Unit R2 USD Accumulation Europe Mid-Cap Equity No Yes 1.96
AB FCP I - Short Duration Bond Portfolio AT-ACCU-EUR Global Diversified Bond - USD Hedged No No 1.19
Eastspring Investments - China Equity Fund - A China Equity No Yes 1.80
Fuh Hwa Olympic II Fund of Funds TWD A TWD Moderate Allocation No Yes 1.06
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