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
Principal Life Style Fund Principal U.S. Equity Fund US Large-Cap Blend Equity No No 1.41
Principal Life Style Fund Principal International Equity Fund Global Large-Cap Blend Equity No No 1.45
Principal Life Style Fund Principal International Bond Fund Global Diversified Bond No No 1.22
JPMorgan SAR Japan - Class A (acc) - USD Japan Large-Cap Equity No No 0.00
JPMorgan SAR European - Class A (acc) - USD Europe Large-Cap Blend Equity No No 0.00
JPMorgan SAR Asian - Class A (acc) - USD Asia-Pacific ex-Japan Equity No No 0.00
Templeton Asian Bond Fund A(Mdis)EUR Asia Bond - Local Currency No Yes 1.46
MFS Meridian Funds - Emerging Markets Equity Fund A1 USD Global Emerging Markets Equity No No 2.00
BlackRock Global Funds - Japan Flexible Equity Fund A2 Japan Large-Cap Equity No Yes 1.82
JPMorgan China Pioneer A-Share (acc) – USD China Equity - A Shares No No 1.84
MFS Meridian Funds - Emerging Markets Equity Fund I1 USD Global Emerging Markets Equity No No 0.95
Fidelity Funds - US Dollar Bond Fund A-Acc-USD USD Diversified Bond No No 1.04
MFS Meridian Funds - Emerging Markets Equity Fund A1 EUR Global Emerging Markets Equity No No 2.00
MFS Meridian Funds - Emerging Markets Equity Fund C1 USD Global Emerging Markets Equity No No 2.75
MFS Meridian Funds - Emerging Markets Equity Fund I1 EUR Global Emerging Markets Equity No No 0.95
Fidelity Funds - Global Bond Fund A-Acc-USD Global Diversified Bond No 1.05
Fidelity Funds - European Smaller Companies Fund A-Acc-EUR Europe Small-Cap Equity No Yes 1.91
Allianz Global Investors Fund - Allianz Dynamic Asian High Yield Bond AMg SGD Asia High Yield Bond No No 1.55
Allianz Global Investors Fund - Allianz Flexi Asia Bond AM SGD Asia Bond No 1.55
BlackRock Global Funds - Asian Dragon Fund A2 PLN Hedged Other Equity No No 1.84
© Copyright 2025 Morningstar Asia Ltd. All rights reserved.

Terms of Use        Privacy Policy       Disclosures