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
Schroder International Selection Fund Asian Dividend Maximiser C Accumulation USD Asia-Pacific ex-Japan Equity Income No 1.08
Schroder International Selection Fund Asian Dividend Maximiser A Distribution SGD M Asia-Pacific ex-Japan Equity Income No 1.88
Schroder International Selection Fund Asian Dividend Maximiser A Distribution AUD M Asia-Pacific ex-Japan Equity Income No 1.88
Schroder International Selection Fund Asian Dividend Maximiser A Accumulation EUR Asia-Pacific ex-Japan Equity Income No 1.88
Janus Henderson Capital Funds plc - Balanced Fund Class A5m USD USD Moderate Allocation No 1.88
Schroder International Selection Fund Asian Dividend Maximiser A Distribution USD MF Asia-Pacific ex-Japan Equity Income No 1.87
Schroder International Selection Fund Asian Dividend Maximiser A Accumulation USD Asia-Pacific ex-Japan Equity Income No 1.87
FTGF ClearBridge Tactical Dividend Income Fund Class A USD Accumulating US Equity Income No No 1.75
Ninety One Global Strategy Fund - Global Managed Income Fund A Acc USD USD Cautious Allocation No Yes 1.60
Fidelity Funds - China Focus Fund Y-Acc-EUR China Equity No 1.06
Fidelity Funds - China Focus Fund Y-DIST-USD China Equity No 1.06
JPM Global Convertibles Conservative A (acc) - SGD (Hedged) Convertible Bond - Other No 1.41
AB SICAV I - Low Volatility Equity Portfolio A AUD H Acc Other Equity No 1.67
AB SICAV I - Low Volatility Equity Portfolio A SGD H Acc Other Equity No 1.67
Natixis International Funds (Lux) I - Ostrum Short Term Global High Income Fund I/A (H-EUR) Global High Yield Bond - EUR Hedged No 0.70
Franklin Technology Fund W (Acc) USD Sector Equity Technology No Yes 0.90
BlackRock Global Funds - Euro-Markets Fund A2 USD Hedged Other Equity No 1.81
Franklin India Fund S(acc)USD India Equity No No 0.78
BlackRock Global Funds - European Equity Transition Fund A2 USD Hedged Other Equity No Yes 1.83
Natixis International Funds (Lux) I - Ostrum Short Term Global High Income Fund I/A (USD) Global High Yield Bond No 0.70
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