Morningstar

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
AB FCP I - Emerging Markets Growth Portfolio C EUR Global Emerging Markets Equity No Yes 2.45
AB FCP I - Emerging Markets Growth Portfolio I EUR Global Emerging Markets Equity No Yes 1.05
E Fund Unit Trust Fund - E Fund (HK) Short-Duration Bond Fund Class A (Distribution) (HKD) Asia Bond No — 1.00
JPMorgan SAR American - Class B (acc) - USD US Large-Cap Blend Equity No No 0.00
AB SICAV I - India Growth AX EUR Acc India Equity No No 1.95
AB SICAV I - India Growth BX EUR Acc India Equity No No 2.95
AB SICAV I-International Technology Portfolio Class A EUR Acc Sector Equity Technology No Yes 2.00
AB SICAV I - India Growth A HKD Acc India Equity No No 2.15
AB SICAV I - India Growth A EUR Acc India Equity No No 2.15
AB SICAV I-International Technology Portfolio Class C EUR Acc Sector Equity Technology No Yes 2.45
Allianz Global Investors Fund - Allianz China A Opportunities PT3 USD China Equity - A Shares No No 1.29
Allianz Global Investors Fund - Allianz Thematica WT6 GBP Global Flex-Cap Equity No No 0.92
Allianz Global Investors Fund - Allianz Thematica RT H2 CHF Other Equity No No 1.23
Allianz Global Investors Fund - Allianz Thematica RT H2 EUR Other Equity No No 1.22
JPMorgan Provident Capital Fund - Administration Unit - Distribution USD Cautious Allocation No No 1.27
JPMorgan Provident Stable Capital Fund - Administration Unit - Distribution Other Bond No No 0.00
JPMorgan Provident High Growth Fund - Administration Unit - Distribution Other Equity No No 0.00
JPMorgan Provident Growth Fund - Administration Unit - Distribution USD Aggressive Allocation No No 1.27
Allianz Global Investors Fund - Allianz Europe Equity Growth Select Gpr Crc Erp WT EUR Europe Large-Cap Growth Equity No Yes 0.66
Allianz Global Investors Fund - Allianz Europe Equity Growth Select Gpr Crc Erp AT EUR Europe Large-Cap Growth Equity No Yes 1.85
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