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
Invesco Funds - Invesco Pan European Small Cap Equity Fund C (USD Hedged) Accumulation USD Other Equity No Yes 1.48
Schroder International Selection Fund Global Dividend Maximiser A Distribution CNH Hedged M Other Equity No No 1.91
Janus Henderson Capital Funds plc - Global Life Sciences Fund Class H1 GBP Sector Equity Healthcare No Yes 0.87
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond W USD Asia High Yield Bond No No 0.59
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond I (H2-EUR) Other Bond No No 0.83
Fidelity Funds - Asia Pacific Dividend Fund A-MINCOME(G)-HKD Asia-Pacific ex-Japan Equity Income No Yes 1.95
Fidelity Funds - World Fund A-Acc-HKD Global Large-Cap Blend Equity No No 1.89
Franklin Mutual European Fund A(acc)USD-H1 Other Equity No No 1.82
Allianz Global Investors Fund - Allianz Best Styles Global Equity IT (H-EUR) Other Equity No No 0.69
Janus Henderson Capital Funds plc - Global Life Sciences Fund Class H2 EUR Sector Equity Healthcare No Yes 0.86
BlackRock Global Funds - Asian Growth Leaders Fund A2 AUD Hedged Other Equity No Yes 1.84
Value Partners China A-Share Select Fund CLASS A AUD HEDGED Other Equity No No 2.04
Janus Henderson Capital Funds plc - Global Life Sciences Fund Class H1 USD Sector Equity Healthcare No Yes 0.87
Value Partners China A-Share Select Fund CLASS A GBP HEDGED Other Equity No No 2.04
Value Partners China A-Share Select Fund CLASS A EUR HEDGED Other Equity No No 2.04
Value Partners China A-Share Select Fund CLASS A GBP UNHEDGED China Equity - A Shares No No 2.04
Value Partners China A-Share Select Fund CLASS A NZD UNHEDGED China Equity - A Shares No No 2.04
Value Partners China A-Share Select Fund CLASS A CAD HEDGED Other Equity No No 2.04
Value Partners China A-Share Select Fund CLASS A USD HEDGED Other Equity No No 2.04
Value Partners China A-Share Select Fund CLASS A AUD UNHEDGED China Equity - A Shares No No 2.04
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