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
GAM Star Fund plc - GAM Star China Equity Class A USD Accumulation China Equity No Yes 1.93
Ninety One Global Strategy Fund - Global Franchise Fund I Acc USD Global Large-Cap Growth Equity No Yes 0.90
Ninety One Global Strategy Fund - Global Franchise Fund I Inc USD Global Large-Cap Growth Equity No Yes 0.90
Allianz Global Investors Fund - Allianz Europe Small Cap Equity AT EUR Europe Small-Cap Equity No Yes 2.10
BlackRock Global Funds - Global Inflation Linked Bond Fund D2 USD Global Inflation-Linked Bond - USD Hedged No Yes 0.60
Ninety One Global Strategy Fund - Global Franchise Fund C Inc USD Global Large-Cap Growth Equity No Yes 2.90
Robeco BP US Premium Equities D € US Large-Cap Value Equity No Yes 1.71
Allianz Global Investors Fund - Allianz Europe Small Cap Equity IT EUR Europe Small-Cap Equity No Yes 1.09
JPMorgan Funds - Global Healthcare Fund A (acc) - USD Sector Equity Healthcare No Yes 1.69
Ninety One Global Strategy Fund - Global Franchise Fund C Acc USD Global Large-Cap Growth Equity No Yes 2.90
JPMorgan Funds - Emerging Markets Opportunities Fund A (acc) - USD Global Emerging Markets Equity No Yes 1.78
Amundi Funds - Emerging Markets Local Currency Bond I2 EUR (C) Global Emerging Markets Bond - Local Currency No No 0.75
Cathay Mandarin China Equity No Yes 2.07
Amundi Funds - Emerging Markets Local Currency Bond A EUR (C) Global Emerging Markets Bond - Local Currency No No 1.77
JPMorgan (Taiwan) China Best Selection China Equity No Yes 2.11
Eastspring Investments Brazil Fund Brazil Equity No No 2.29
HSBC Global Investment Funds - Asia Pacific ex Japan Equity High Dividend IC Asia-Pacific ex-Japan Equity Income No No 1.00
Capital Chinese Golden Age Equity China Equity No No 2.07
Templeton Asian Growth Fund Z(acc)USD Asia ex-Japan Equity No Yes 1.66
Franklin Mutual U.S. Value Fund Z(acc)USD US Large-Cap Value Equity No No 1.34
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