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
Ninety One Global Strategy Fund - American Franchise Fund A Acc USD US Large-Cap Growth Equity No Yes 1.90
Fidelity Funds - European Dynamic Growth Fund Y-Acc-EUR Europe Large-Cap Growth Equity No Yes 1.04
BNP Paribas Funds Europe Small Cap Classic Capitalisation Europe Mid-Cap Equity No Yes 2.23
Schroder International Selection Fund Hong Kong Equity D Accumulation HKD Hong Kong Equity No Yes 2.83
Fidelity Funds - Greater China Fund Y-Acc-USD Greater China Equity No Yes 1.09
FTGF ClearBridge US Aggressive Growth Fund Class A (G) USD Accumulating US Flex-Cap Equity No Yes 1.44
Hang Seng Taiwan Index A Acc Taiwan Large-Cap Equity No Yes 2.94
Schroder International Selection Fund Taiwanese Equity A1 Accumulation USD Taiwan Large-Cap Equity No Yes 2.36
MFS Meridian Funds - Prudent Wealth Fund I1 USD USD Moderate Allocation No Yes 1.03
Morgan Stanley Investment Funds - Global Brands Fund AH (EUR) Other Equity No Yes 1.87
MFS Meridian Funds - Prudent Wealth Fund C1 USD USD Moderate Allocation No Yes 2.77
FTGF Royce US Smaller Companies Fund Class B US$ Accumulating (G) US Small-Cap Equity No No 1.94
Hang Seng Taiwan Index I Acc Taiwan Large-Cap Equity No Yes 0.00
MFS Meridian Funds - Prudent Wealth Fund A1 USD USD Moderate Allocation No Yes 2.02
Schroder International Selection Fund Asian Local Currency Bond A Distribution USD MV Asia Bond - Local Currency No No 1.19
Schroder International Selection Fund Asian Local Currency Bond A1 Accumulation USD Asia Bond - Local Currency No No 1.70
Schroder International Selection Fund Asian Local Currency Bond A Accumulation USD Asia Bond - Local Currency No No 1.20
Value Partners China Greenchip Fund Limited Greater China Equity No Yes 0.00
BEA Union Investment Hong Kong Dollar HKD Bond A HKD Bond No 0.00
BEA Union Investment Greater China Growth A Greater China Equity No Yes 0.00
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