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
FSSA Asian Equity Plus Fund Class I Hedged (Distributing) CNH Other Equity No Yes 1.82
JPMorgan SAR European - Class C (acc) - USD Europe Large-Cap Blend Equity No No 0.00
Capital Group New Perspective Fund (LUX) Pdh-EUR Other Equity No Yes 0.70
Schroder Capital Stable Fund I Accumulation HKD USD Cautious Allocation No No 0.00
Schroder Growth Fund I Accumulation HKD USD Aggressive Allocation No Yes 0.00
Barings International Umbrella Fund - Barings Global Bond Fund Class A RMB Hedged Inc Monthly Other Bond No 1.20
JPMorgan Global Investment Grade Bond USD (acc) USD Diversified Bond No 0.87
JPMorgan Global Investment Grade Bond Class C USD (acc) USD Diversified Bond No 0.47
JPMorgan Global Investment Grade Bond Class C USD (mth) USD Diversified Bond No 0.47
Invesco Funds - Invesco Emerging Markets Equity Fund A Accumulation HKD Global Emerging Markets Equity No No 1.70
Wellington Multi-Asset High Income Fund USD A AccU USD Cautious Allocation No No 1.79
Allianz Global Investors Fund - Allianz Emerging Markets Select Bond W (H2-GBP) Global Emerging Markets Bond - GBP Hedged No No 0.55
Allianz Global Investors Fund - Allianz Emerging Markets Select Bond WT (H2-GBP) Global Emerging Markets Bond - GBP Hedged No No 0.55
Pictet-Digita HP RMB Other Equity No Yes 2.06
Morgan Stanley Investment Funds - QuantActive Global Infrastructure Fund A GBP Sector Equity Infrastructure No No 1.49
First Sentier Investors Global Umbrella Fund plc - First Sentier Global Listed Infrastructure Fund I Other Equity No No 1.83
Franklin Sealand China A-Shares Fund A Acc RMB China Equity - A Shares No No 1.96
AB - All China Equity Portfolio A EUR Acc China Equity No Yes 1.94
AB - All China Equity Portfolio A HKD Acc China Equity No Yes 1.94
AB - All China Equity Portfolio AD USD Inc China Equity No Yes 1.94
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