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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
BlackRock Global Funds - Latin American Fund A2 AUD Hedged Other Equity No No 2.08
BlackRock Global Funds - European Fund A2 AUD Hedged Other Equity No Yes 1.81
Ninety One Global Strategy Fund - Global Franchise Fund A Inc-2 AUD Hedged (IRD) Other Equity No Yes 2.00
BlackRock Global Funds - European Special Situations Fund A2 AUD Hedged Other Equity No Yes 1.82
JPMorgan Asia Equity Dividend (mth) - RMB (Hedged) Other Equity No Yes 1.59
AB FCP I - Short Duration Bond Portfolio - AA SGD H - SGD - DIST Other Bond No No 1.16
Ninety One Global Strategy Fund - Global Franchise Fund A Acc HKD Global Large-Cap Growth Equity No Yes 1.90
Fidelity Funds - European Multi Asset Income Fund A-Acc-USD (hedged) USD Moderate Allocation No No 1.51
UBS (Lux) Key Selection SICAV - European Growth and Income (EUR) P-acc EUR Moderate Allocation No No 1.77
Ninety One Global Strategy Fund - Global Franchise Fund A Inc-2 HKD Global Large-Cap Growth Equity No Yes 1.90
UBS (Lux) Key Selection SICAV - European Growth and Income (EUR) P-8%-mdist EUR Moderate Allocation No No 1.77
Fidelity Funds - European Dividend Fund A-HMDIST(G)-AUD (hedged) Other Equity No No 1.94
Fidelity Funds - Global Technology Fund A-Acc-USD Sector Equity Technology No Yes 1.89
UBS (Lux) Key Selection SICAV - European Growth and Income (EUR) (USD hedged) P-acc USD Moderate Allocation No No 1.82
BlackRock Global Funds - Emerging Markets Equity Income Fund A6G USD Global Emerging Markets Equity No No 1.89
JPMorgan Asia Equity Dividend (acc) - RMB (Hedged) Other Equity No Yes 1.59
AB SICAV I - Low Volatility Equity Portfolio AD GBP H Inc Other Equity No Yes 1.67
Ninety One Global Strategy Fund - Global Strategic Managed Fund A Inc-2 GBP Hedged(Reference) GBP Allocation 40-60% Equity No Yes 2.00
UBS (Lux) Key Selection SICAV - European Growth and Income (EUR) (HKD hedged) P-8%-mdist Other Allocation No No 1.82
AB SICAV I - Low Volatility Equity Portfolio AD EUR H Inc Other Equity No Yes 1.67
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