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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
Thornburg Equity Income Builder Fund Class I USD Accumulating (Unhedged) USD Aggressive Allocation No No 0.80
Invesco Funds - Invesco Pan European High Income Fund A Annual Distribution EUR EUR Cautious Allocation No No 1.61
Allspring (Lux) Worldwide Fund - Emerging Markets Equity Income Fund A USD Acc Global Emerging Markets Equity No Yes 1.90
Thornburg Equity Income Builder Fund Class A USD Accumulating (Unhedged) USD Aggressive Allocation No No 1.75
Allspring (Lux) Worldwide Fund - Emerging Markets Equity Income Fund I USD Acc Global Emerging Markets Equity No Yes 1.20
Invesco Funds - Invesco Global Equity Income Fund A (EUR Hedged) Accumulation EUR Other Equity No No 1.72
China Southern Dragon Dynamic China New Balance Opportunity Fund A USD Acc China Equity No No 2.42
Allianz Global Investors Fund - Allianz Total Return Asian Equity AT HKD Asia ex-Japan Equity No Yes 2.10
Principal Life Style Fund Principal Hong Kong Bond Fund HKD Bond No 0.73
Allianz Global Investors Fund - Allianz China Equity WT HKD China Equity No Yes 0.94
BlackRock Global Funds - China Fund D2 HKD China Equity No Yes 1.09
New Capital China Equity Fund USD Ord Acc China Equity No Yes 2.30
BlackRock Global Funds - Continental European Flexible Fund D2 USD Hedged Other Equity No Yes 1.06
Schroder International Selection Fund Asian Equity Yield A Accumulation EUR Asia-Pacific ex-Japan Equity Income No Yes 1.84
New Capital China Equity Fund EUR Ord Acc Other Equity No Yes 2.30
BlackRock Global Funds - China Fund D2 SGD Hedged Other Equity No Yes 1.09
BlackRock Global Funds - Latin American Fund D2 CHF Hedged Other Equity No No 1.33
JPMorgan Funds - US Aggregate Bond Fund A (mth) - HKD USD Diversified Bond No 1.10
BlackRock Global Funds - Latin American Fund D2 EUR Hedged Other Equity No No 1.32
Schroder International Selection Fund Global Emerging Market Opportunities A Accumulation HKD Global Emerging Markets Equity No Yes 1.86
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