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
Income Partners Managed Volatility High Yield Bond Fund Class 2C DisUSD Asia High Yield Bond No 2.44
Income Partners Managed Volatility High Yield Bond Fund Class 2B AccCNH Asia High Yield Bond No 2.44
Income Partners Managed Volatility High Yield Bond Fund Class 2I AccSGD Hedged Other Bond No 2.44
Goldman Sachs US Small Cap Equity Portfolio Base Acc USD US Small-Cap Equity No 1.80
Invesco Funds - Invesco Global Small Cap Equity Fund C Annual Distribution USD Global Small/Mid-Cap Equity No No 1.35
Invesco Funds - Invesco Global Small Cap Equity Fund A Annual Distribution USD Global Small/Mid-Cap Equity No No 1.94
Invesco Funds - Invesco Sterling Bond Fund A Quarterly Distribution GBP GBP Corporate Bond No No 0.97
Invesco Funds - Invesco UK Equity Fund C Annual Distribution GBP UK Large-Cap Equity No 1.21
Invesco Funds - Invesco Sterling Bond Fund C Quarterly Distribution GBP GBP Corporate Bond No No 0.72
Invesco Funds - Invesco UK Equity Fund A Annual Distribution GBP UK Large-Cap Equity No 1.81
JPMorgan Pacific Technology (acc) - AUDH Other Equity No Yes 1.63
JPMorgan Pacific Technology (acc) - HKD Sector Equity Technology No Yes 1.63
JPMorgan Pacific Technology (acc) - SGDH Other Equity No Yes 1.63
Janus Henderson Horizon Asian Dividend Income Fund A4m USD Asia-Pacific ex-Japan Equity Income No 1.95
Manulife Global Fund - Preferred Securities Income Fund AA (AUD Hedged) Other Bond No 1.29
Manulife Global Fund - Preferred Securities Income Fund I3 Inc Other Bond No 0.16
Manulife Global Fund - Preferred Securities Income Fund AA (HKD) Other Bond No 1.29
Manulife Global Fund - Preferred Securities Income Fund AA (SGD Hedged) Inc Other Bond No 1.31
Manulife Global Fund - Preferred Securities Income Fund AA (HKD) MDIST (G) Other Bond No 1.29
Manulife Global Fund - Preferred Securities Income Fund AA (SGD Hedged) MDIST (G) Other Bond No 1.29
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