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 US Value Equity Fund C Accumulation USD US Large-Cap Value Equity No No 0.92
Capital Group Emerging Markets Total Opportunities (LUX) Bh-CHF Other Allocation No No 1.90
Invesco Funds - Invesco US Value Equity Fund A Semi-annual Distribution USD US Large-Cap Value Equity No No 1.72
Invesco Funds - Invesco Developed Small and Mid-Cap Fund A Semi-annual Distrinution USD Global Small/Mid-Cap Equity No No 2.04
Schroder International Selection Fund Global Corporate Bond A1 Distribution EUR Hedged Q Global Corporate Bond - EUR Hedged No No 1.51
Invesco Funds - Invesco US Value Equity Fund C Semi-annual Distribution USD US Large-Cap Value Equity No No 0.92
JupiterMerian World Equity Fund L (EUR) Hedged Acc Other Equity No Yes 1.69
Allianz Global Investors Fund - Allianz Asian Multi Income Plus AT USD Asia Allocation No Yes 1.56
PIMCO GIS Commodity Real Return Fund Investor USD Accumulation Commodities - Broad Basket No Yes 1.09
Janus Henderson Horizon Asian Dividend Income Fund A2 SGD Asia-Pacific ex-Japan Equity Income No No 1.97
Janus Henderson Horizon Asian Dividend Income Fund A2 EUR Asia-Pacific ex-Japan Equity Income No No 1.97
Janus Henderson Horizon Japanese Smaller Companies Fund A2 JPY Japan Small/Mid-Cap Equity No No 2.13
Janus Henderson Horizon Asian Dividend Income Fund A3q SGD Asia-Pacific ex-Japan Equity Income No No 1.97
Janus Henderson Horizon Asian Dividend Income Fund A3q EUR Asia-Pacific ex-Japan Equity Income No No 1.97
Janus Henderson Horizon Asia-Pacific Property Income Fund A2 EUR Property - Indirect Asia No Yes 1.95
Templeton Emerging Markets Bond Fund A(Mdis)HKD Global Emerging Markets Bond - Local Currency No Yes 1.80
PIMCO GIS Diversified Income Fund Institutional CAD (Hedged) Accumulation Other Bond No 0.69
Natixis International Funds (Lux) I - Harris Associates U.S. Value Equity Fund RE/A (USD) US Large-Cap Value Equity No No 2.65
HSBC Global Investment Funds - BRIC Equity ACHKD Other Equity No No 1.84
Barings International Umbrella Fund - Barings ASEAN Frontiers Fund Class I USD Acc ASEAN Equity No No 1.00
© Copyright 2025 Morningstar Asia Ltd. All rights reserved.

Terms of Use        Privacy Policy       Disclosures