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.
|
Fund Name
|
Morningstar Category
|
Sustainability Rating
|
Low Carbon Designation
|
Representative Cost
|
Morningstar Rating for Funds
|
|---|---|---|---|---|---|
| Allianz Euroland Equity Growth | Eurozone Large-Cap Equity | Yes | 1.86 | ||
| Allianz Euroland Equity Growth | Eurozone Large-Cap Equity | Yes | 1.86 | ||
| MS INVF Latin American Equity Fund | Latin America Equity | No | 1.89 | ||
| Allianz Europe Equity Growth | Europe Large-Cap Growth Equity | Yes | 1.86 | ||
| Allianz Europe Equity Growth | Europe Large-Cap Growth Equity | Yes | 1.86 | ||
| Jupiter European Growth | Europe Large-Cap Growth Equity | Yes | 1.72 | ||
| HSBC GIF Thai Equity | Thailand Equity | No | 1.85 | ||
| Fidelity Taiwan Fund | Taiwan Large-Cap Equity | Yes | 1.95 | ||
| HSBC GIF Thai Equity | Thailand Equity | No | 1.85 | ||
| HSBC GIF Thai Equity | Thailand Equity | No | 1.85 | ||
| HSBC GIF Thai Equity | Thailand Equity | No | 1.85 | ||
| Invesco India Equity Fund | India Equity | Yes | 1.47 | ||
| Invesco India Equity Fund | India Equity | Yes | 2.07 | ||
| BGF European Fund | Europe Large-Cap Growth Equity | Yes | 1.07 | ||
| Pictet-Clean Energy | Sector Equity Alternative Energy | No | 2.00 | ||
| MS INVF European Property Fund | Property - Indirect Europe | Yes | 1.64 | ||
| Alquity Latin America Fund | Latin America Equity | Yes | 3.55 | ||
| Alquity Indian Subcontinent Fund | India Equity | — | 3.75 | ||
| Alquity Latin America Fund | Latin America Equity | Yes | 3.55 | ||
| Alquity Indian Subcontinent Fund | India Equity | — | 3.75 | ||
